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Global X Fds us pfd etf shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 420k 20.16
2023-12-31 $8.4M 432k 19.40
2023-09-30 $8.7M 450k 19.39
2023-06-30 $8.8M 456k 19.39

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

Top funds holding Global X Fds us pfd etf

LPL Financial
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Orgel Wealth Management
Huntington Asset Advisors
CWM
State of Wisconsin - Board of Commissioners of Public Lands
Flaharty Asset Management
Ratio Wealth Group
Envestnet Asset Management
Lido Advisors
Full Sail Capital
Assetmark
Creative Planning

View all funds holding Global X Fds us pfd etf