PFFD — GLOBAL X FDS

Ownership history in HOWARD BAILEY SECURITIES, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which HOWARD BAILEY SECURITIES, LLC 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
0.1% (2024 Q3)
Avg. % of fund
0.1%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,945 +245 +1.9% 0.09% $252K $18.83
2025 Q2 ADDED 12,700 +173 +1.4% 0.09% $239K $17.96
2025 Q1 REDUCED 12,527 -633 -4.8% 0.10% $239K $17.88
2024 Q4 ADDED 13,160 +410 +3.2% 0.10% $257K $18.13
2024 Q3 INITIATED 12,750 — — 0.10% $265K $18.92
% 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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