Creative Planning »

Global X Fds shares owned by Creative Planning

Quarter-by-quarter ownership of Global X Fds (PFFV) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 172k 24.05
2024-06-30 $3.1M 131k 23.65
2024-03-31 $2.2M 91k 23.68
2023-12-31 $1.8M 78k 23.16
2023-09-30 $1.4M 61k 22.96

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Global X Fds

Morgan Stanley
Bedel Financial Consulting
Leslie Global Wealth
Creative Planning
Investment Partners Asset Management
Cambridge Investment Research Advisors
LPL Financial
Princeton Global Asset Management
Envestnet Asset Management
Ausdal Financial Partners
Branch Banking & Trust Company
Rockefeller Capital Management
Seed Wealth Management
Jpmorgan Chase & Co
Ironsides Asset Advisors

View all funds holding Global X Fds