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Global X Fds us pfd etf shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Global X Fds us pfd etf

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds us pfd etf held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds us pfd etf by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 121k 18.91

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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr Series Trust State Street Spd (BIL)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
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Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Global X Fds us pfd etf

Orgel Wealth Management
LPL Financial
Wells Fargo & Company
New York Life Investment Management
Envestnet Asset Management
Fukoku Mutual Life Insurance
Lido Advisors
CWM
Mercer Global Advisors
State of Wisconsin - Board of Commissioners of Public Lands
Full Sail Capital
Flaharty Asset Management
Cetera Investment Advisers
Huntington Asset Advisors
Creative Planning

View all funds holding Global X Fds us pfd etf