SEC 13F Intelligence

Formulafolio Investments, LLC / PFFD

Formulafolio Investments, LLC’s Global X Fds Position

Does Formulafolio Investments, LLC own Global X Fds (PFFD)? Yes — 156.3K shares worth $4M (+1.37% of its 13F portfolio) as of Q2 2021, up from 152.6K shares the prior filed quarter.

Position Value
$4M
Q2 2021
Shares
156.3K
% of Portfolio
+1.37%
Quarters Held
6
currently held

Position History PFFD

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $6MQ1 ’20Q2 ’20: $6MQ2 ’20Q3 ’20: $24MQ3 ’20Q1 ’21: $4MQ1 ’21Q2 ’21: $4MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2021156.3K$4M+1.37%
Q1 2021152.6K$4M+1.26%
Q3 2020975.0K$24M+0.93%
Q2 2020242.8K$6M+0.23%
Q1 2020257.2K$6M+0.30%
Q4 201967.3K$2M+0.06%

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