PFFD — GLOBAL X FDS

Ownership history in Collaborative Wealth Managment Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. reported a position in GLOBAL X FDS (PFFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.72% (2024 Q3)
Avg. % of fund
2.91%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 192,568 -83,405 -30.2% 1.28% $3.6M $18.71
2025 Q3 REDUCED 275,973 -88,603 -24.3% 2.17% $5.4M $18.83
2025 Q2 REDUCED 364,576 -50,255 -12.1% 2.99% $6.9M $17.96
2025 Q1 ADDED 414,831 +6,638 +1.6% 3.69% $7.9M $17.88
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PFFD price (monthly, adj. close)

Other funds also holding PFFD

As of 2025 Q4 — sorted by position size

State of Wisconsin - Board of Commissioners of Public Lands 16.4% Tiller Private Wealth, Inc. 3Y 7Y 6.47% Orgel Wealth Management, LLC 3Y 7Y 3.07% Flaharty Asset Management, LLC 3Y 7Y 2.65% COLLECTIVE FAMILY OFFICE LLC 3Y 2.64% Prairiewood Capital, LLC 3Y 2.27% RATIONAL ADVISORS, INC. 3Y 7Y 2.03% Columbus Macro, LLC 3Y 7Y 1.56% David Kennon Inc 3Y 1.48% Plan Group Financial, LLC 3Y 1.4%
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