AHL Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

AHL Investment 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 Q3	$7.72M	Sell	397,096 -20,637	-5%	-$399K	5.27%	4
2025 Q2	$7.87M	Sell	417,733 -1,500	-0.4%	-$28K	5.25%	4
2025 Q1	$7.98M	Buy	419,233 +33,016	+9%	+$648K	5.5%	2
2024 Q4	$7.54M	Buy	386,217 +76,620	+25%	+$1.56M	5.27%	4
2024 Q3	$6.43M	Sell	309,597 -59,221	-16%	-$1.19M	4.44%	5
2024 Q2	$7.26M	Buy	368,818 +16,765	+5%	+$329K	5.32%	3
2024 Q1	$7.1M	Sell	352,053 -1,700	-0.5%	-$33.9K	5.44%	3
2023 Q4	$6.86M	Buy	353,753 +26,594	+8%	+$495K	5.62%	2
2023 Q3	$6.15M	Buy	327,159 +91,933	+39%	+$1.76M	5.48%	2
2023 Q2	$4.56M	Buy	235,226 +7,997	+4%	+$155K	4.05%	6
2023 Q1	$4.51M	Sell	227,229 -77,114	-25%	-$1.59M	4.16%	5
2022 Q4	$5.9M	Buy	304,343 +23,593	+8%	+$471K	5.48%	2
2022 Q3	$5.76M	Buy	280,750 +192,476	+218%	+$4.16M	5.92%	2
2022 Q2	$1.87M	Sell	88,274 -50,182	-36%	-$1.09M	1.88%	21
2022 Q1	$3.25M	Buy	138,456 +123,982	+857%	+$2.97M	2.98%	10
2021 Q4	$373K	Buy	+14,474	New	+$371K	0.34%	50

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AHL Investment Management's PFFD Position: Q3 2025 in Review

AHL Investment Management reduced its Global X US Preferred ETF (PFFD) stake by 4.9% in Q3 2025, selling an estimated $399K and leaving 397,096 shares worth $7.72M. The position accounts for 5.27% of the portfolio, ranked #4.

AHL Investment Management first reported a position in PFFD in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.98M in Q1 2025. 280 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

AHL Investment Management held 397,096 shares of Global X US Preferred ETF worth $7.72M as of Q3 2025.
AHL Investment Management sold 20,637 Global X US Preferred ETF shares in Q3 2025, an estimated $399K.
Global X US Preferred ETF made up 5.27% of AHL Investment Management's portfolio in Q3 2025, its #4 holding.
AHL Investment Management first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 16 quarters since.
AHL Investment Management's Global X US Preferred ETF position peaked at $7.98M in Q1 2025.
280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.