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1900 Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

1900 Wealth Management’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,000
Closed -$234K – 222
2024
Q4 		$234K Buy
12,000
+9
+0.1% +$183 0.02% 206
2024
Q3 		$249K Buy
11,991
+10
+0.1% +$201 0.02% 202
2024
Q2 		$236K Buy
11,981
+10
+0.1% +$196 0.02% 206
2024
Q1 		$241K Sell
11,971
-1,277
-10% -$25.5K 0.02% 218
2023
Q4 		$257K Sell
13,248
-42,105
-76% -$784K 0.02% 257
2023
Q3 		$1.04M Sell
55,353
-1,531
-3% -$29.3K 0.1% 135
2023
Q2 		$1.1M Buy
56,884
+4,769
+9% +$92.4K 0.11% 112
2023
Q1 		$1.03M Buy
52,115
+23
+0% +$473 0.11% 117
2022
Q4 		$1.01M Sell
52,092
-7,696
-13% -$154K 0.11% 118
2022
Q3 		$1.23M Buy
59,788
+5,196
+10% +$112K 0.14% 102
2022
Q2 		$1.16M Buy
54,592
+15,844
+41% +$343K 0.13% 105
2022
Q1 		$910K Buy
38,748
+2,914
+8% +$69.8K 0.09% 127
2021
Q4 		$923K Buy
35,834
+26,083
+267% +$668K 0.08% 135
2021
Q3 		$251K Hold
9,751
– – 0.02% 196
2021
Q2 		$255K Buy
+9,751
New +$251K 0.02% 194

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

1900 Wealth Management's PFFD Position: Q1 2025 in Review

1900 Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 12,000 shares — an estimated $234K sold.

1900 Wealth Management first reported a position in PFFD in Q2 2021 and held it in 15 quarters. The position peaked at $1.23M in Q3 2022. 289 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

  • 1900 Wealth Management reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • 1900 Wealth Management sold 12,000 Global X US Preferred ETF shares in Q1 2025, an estimated $234K.
  • 1900 Wealth Management first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 15 quarters.
  • 1900 Wealth Management's Global X US Preferred ETF position peaked at $1.23M in Q3 2022.
  • 289 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on 1900 Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.