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PFFD icon

Advisornet Financial’s Global X US Preferred ETF PFFD Stock Holding History

Advisornet Financial’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
Q3 		– Sell
-237
Closed -$4.46K – 2315
2025
Q2 		$4.46K Buy
+237
New +$4.42K ﹤0.01% 1697
2024
Q4 		– Sell
-150
Closed -$3.12K – 2194
2024
Q3 		$3.12K Buy
+150
New +$3.02K ﹤0.01% 1680
2024
Q2 		– Sell
-1,972
Closed -$39.8K – 2162
2024
Q1 		$39.8K Sell
1,972
-51
-3% -$1.02K ﹤0.01% 873
2023
Q4 		$39.2K Buy
2,023
+33
+2% +$614 ﹤0.01% 879
2023
Q3 		$37.4K Buy
1,990
+31
+2% +$593 ﹤0.01% 868
2023
Q2 		$38K Buy
1,959
+30
+2% +$582 ﹤0.01% 893
2023
Q1 		$38.3K Buy
1,929
+28
+1% +$576 ﹤0.01% 867
2022
Q4 		$36.8K Buy
1,901
+110
+6% +$2.19K ﹤0.01% 873
2022
Q3 		$37K Sell
1,791
-993
-36% -$21.5K ﹤0.01% 929
2022
Q2 		$59K Buy
2,784
+43
+2% +$932 0.01% 819
2022
Q1 		$64K Sell
2,741
-30,236
-92% -$724K ﹤0.01% 886
2021
Q4 		$849K Buy
32,977
+1,563
+5% +$40K 0.05% 297
2021
Q3 		$809K Buy
31,414
+468
+2% +$12.2K 0.06% 275
2021
Q2 		$810K Buy
30,946
+1,012
+3% +$26.1K 0.05% 301
2021
Q1 		$764K Buy
29,934
+513
+2% +$13K 0.05% 288
2020
Q4 		$759K Buy
29,421
+43
+0.1% +$1.09K 0.06% 266
2020
Q3 		$727K Buy
29,378
+1,112
+4% +$27.2K 0.06% 273
2020
Q2 		$664K Buy
28,266
+2,463
+10% +$57.3K 0.05% 287
2020
Q1 		$565K Buy
25,803
+1,213
+5% +$29.2K 0.05% 280
2019
Q4 		$615K Buy
24,590
+12
+0% +$300 0.05% 301
2019
Q3 		$617K Sell
24,578
-88
-0.4% -$2.19K 0.06% 292
2019
Q2 		$605K Buy
24,666
+12
+0% +$291 0.07% 276
2019
Q1 		$593K Buy
24,654
+5,488
+29% +$130K 0.07% 256
2018
Q4 		$432K Buy
19,166
+3,012
+19% +$69.7K 0.06% 268
2018
Q3 		$391K Buy
16,154
+854
+6% +$20.8K 0.05% 299
2018
Q2 		$373K Buy
15,300
+5,700
+59% +$138K 0.05% 283
2018
Q1 		$235K Buy
+9,600
New +$235K 0.03% 362

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Advisornet Financial's PFFD Position: Q3 2025 in Review

Advisornet Financial sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 237 shares — an estimated $4.46K sold.

Advisornet Financial first reported a position in PFFD in Q1 2018 and held it in 27 quarters. The position peaked at $849K in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

  • Advisornet Financial reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 237 Global X US Preferred ETF shares in Q3 2025, an estimated $4.46K.
  • Advisornet Financial first reported a position in Global X US Preferred ETF in Q1 2018 and held it in 27 quarters.
  • Advisornet Financial's Global X US Preferred ETF position peaked at $849K in Q4 2021.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.