AF
PFFD icon

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

Allworth 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
2026
Q1 		$303K Hold
16,446
– – ﹤0.01% 1180
2025
Q4 		$311K Sell
16,446
-335
-2% -$6.41K ﹤0.01% 1139
2025
Q3 		$326K Buy
16,781
+15,335
+1,061% +$296K ﹤0.01% 1061
2025
Q2 		$27.2K Hold
1,446
– – ﹤0.01% 2317
2025
Q1 		$27.1K Hold
1,446
– – ﹤0.01% 1893
2024
Q4 		$28.8K Hold
1,446
– – ﹤0.01% 1879
2024
Q3 		$30K Hold
1,446
– – ﹤0.01% 1658
2024
Q2 		$28.7K Sell
1,446
-1,432
-50% -$28.1K ﹤0.01% 1646
2024
Q1 		$58K Buy
2,878
+848
+42% +$16.9K ﹤0.01% 1244
2023
Q4 		$39.4K Sell
2,030
-480
-19% -$8.93K ﹤0.01% 1288
2023
Q3 		$47.2K Sell
2,510
-64
-2% -$1.22K ﹤0.01% 1140
2023
Q2 		$49.9K Sell
2,574
-4,341
-63% -$84.1K ﹤0.01% 1127
2023
Q1 		$137K Sell
6,915
-298
-4% -$6.13K ﹤0.01% 752
2022
Q4 		$140K Buy
7,213
+33
+0.5% +$659 ﹤0.01% 719
2022
Q3 		$147K Sell
7,180
-1,010
-12% -$21.8K ﹤0.01% 665
2022
Q2 		$174K Buy
8,190
+5,381
+192% +$117K ﹤0.01% 584
2022
Q1 		$66K Buy
2,809
+38
+1% +$910 ﹤0.01% 823
2021
Q4 		$71K Buy
+2,771
New +$71K ﹤0.01% 764

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