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PFFD icon

Aire Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Aire Advisors’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
Q1 		$6.42M Buy
348,970
+15,979
+5% +$306K 1.17% 21
2025
Q4 		$6.3M Sell
332,991
-7,923
-2% -$152K 1.15% 22
2025
Q3 		$6.62M Buy
340,914
+8,679
+3% +$168K 1.2% 21
2025
Q2 		$6.26M Sell
332,235
-8,971
-3% -$167K 1.21% 24
2025
Q1 		$6.5M Buy
341,206
+9,473
+3% +$186K 1.37% 20
2024
Q4 		$6.47M Buy
331,733
+35,014
+12% +$713K 1.33% 21
2024
Q3 		$6.17M Sell
296,719
-21,106
-7% -$425K 1.36% 19
2024
Q2 		$6.24M Sell
317,825
-3,131
-1% -$61.4K 1.42% 18
2024
Q1 		$6.47M Sell
320,956
-1,039
-0.3% -$20.7K 1.46% 20
2023
Q4 		$6.25M Sell
321,995
-63,890
-17% -$1.19M 1.55% 21
2023
Q3 		$7.26M Buy
385,885
+17,233
+5% +$329K 1.94% 17
2023
Q2 		$7.16M Buy
368,652
+22,270
+6% +$432K 1.88% 19
2023
Q1 		$6.88M Buy
346,382
+38,017
+12% +$782K 1.92% 20
2022
Q4 		$5.95M Buy
308,365
+24,180
+9% +$483K 1.82% 18
2022
Q3 		$5.83M Buy
284,185
+13,521
+5% +$292K 2.01% 16
2022
Q2 		$5.75M Buy
270,664
+13,188
+5% +$286K 2.05% 14
2022
Q1 		$6.08M Buy
257,476
+58,025
+29% +$1.39M 2.17% 14
2021
Q4 		$5.14M Buy
+199,451
New +$5.11M 2.22% 15

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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return