SEC 13F Intelligence

Wealthtrust Axiom LLC / PFFD

Wealthtrust Axiom LLC’s Global X Fds Position

Does Wealthtrust Axiom LLC own Global X Fds (PFFD)? Yes — 329.5K shares worth $6M (+1.49% of its 13F portfolio) as of Q1 2026, up from 327.1K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
329.5K
% of Portfolio
+1.49%
Quarters Held
7
currently held

Position History PFFD

Reported value by quarter
Q3 ’24: $5MQ3 ’24Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026329.5K$6M+1.49%
Q4 2025327.1K$6M+1.59%
Q3 2025265.8K$5M+1.38%
Q2 2025267.2K$5M+1.48%
Q1 2025272.4K$5M+1.58%
Q4 2024269.4K$5M+1.57%
Q3 2024261.0K$5M+1.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthtrust Axiom LLC’s full portfolio or all institutional holders of PFFD.