Activest Wealth Management
PFFD icon

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

Activest 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
2026
Q3 		$352K Sell
19,974
-3,022
-13% -$55.5K 0.07% 84
2026
Q2 		$430K Buy
22,996
+67
+0.3% +$1.26K 0.08% 76
2026
Q1 		$422K Sell
22,929
-7,053
-24% -$135K 0.07% 102
2025
Q4 		$567K Buy
29,982
+114
+0.4% +$2.18K 0.11% 84
2025
Q3 		$580K Buy
29,868
+111
+0.4% +$2.14K 0.12% 72
2025
Q2 		$560K Buy
29,757
+114
+0.4% +$2.12K 0.14% 64
2025
Q1 		$564K Sell
29,643
-147
-0.5% -$2.89K 0.15% 61
2024
Q4 		$581K Buy
29,790
+358
+1% +$7.29K 0.16% 59
2024
Q3 		$612K Buy
29,432
+106
+0.4% +$2.13K 0.19% 52
2024
Q2 		$577K Sell
29,326
-1,287
-4% -$25.3K 0.19% 52
2024
Q1 		$617K Sell
30,613
-56,005
-65% -$1.12M 0.3% 30
2023
Q4 		$1.68M Buy
86,618
+82,002
+1,776% +$1.53M 0.93% 16
2023
Q3 		$86.8K Buy
+4,616
New +$88.2K 0.05% 66
2023
Q2 		– Sell
-33,156
Closed -$657K – 382
2023
Q1 		$657K Sell
33,156
-15,761
-32% -$324K 0.42% 26
2022
Q4 		$948K Buy
48,917
+17,304
+55% +$345K 0.28% 34
2022
Q3 		$648K Sell
31,613
-2,033
-6% -$44K 0.21% 35
2022
Q2 		$714K Sell
33,646
-112
-0.3% -$2.43K 0.5% 19
2022
Q1 		$793K Sell
33,758
-60,011
-64% -$1.44M 0.51% 20
2021
Q4 		$2.42M Buy
93,769
+59,071
+170% +$1.51M 1.49% 11
2021
Q3 		$894K Buy
34,698
+5,011
+17% +$130K 0.6% 22
2021
Q2 		$777K Buy
29,687
+7,210
+32% +$186K 0.58% 20
2021
Q1 		$573K Buy
+22,477
New +$570K 0.47% 23

Other funds holding PFFD

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
State of Wisconsin - Board of Commissioners of Public Lands
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

Activest Wealth Management's PFFD Position: Q3 2026 in Review

Activest Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 13% in Q3 2026, selling an estimated $55.5K and leaving 19,974 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #84.

Activest Wealth Management first reported a position in PFFD in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.42M in Q4 2021. 246 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • Activest Wealth Management held 19,974 shares of Global X US Preferred ETF worth $352K as of Q3 2026.
  • Activest Wealth Management sold 3,022 Global X US Preferred ETF shares in Q3 2026, an estimated $55.5K.
  • Global X US Preferred ETF made up 0.07% of Activest Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Activest Wealth Management first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's Global X US Preferred ETF position peaked at $2.42M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.