Alpha Cubed Investments’s Global X US Preferred ETF PFFD Stock Holding History

Alpha Cubed Investments’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 Q4	$719K	Buy	38,011 +10	+0%	+$191	0.02%	147
2025 Q3	$738K	Sell	38,001 -922	-2%	-$17.8K	0.03%	135
2025 Q2	$733K	Buy	38,923 +28,757	+283%	+$536K	0.03%	143
2025 Q1	$194K	Buy	+10,166	New	+$200K	0.01%	287
2024 Q4	–	Sell	-12,841	Closed	-$267K	–	286
2024 Q3	$267K	Buy	12,841 +65	+0.5%	+$1.31K	0.01%	213
2024 Q2	$251K	Sell	12,776 -95	-0.7%	-$1.86K	0.01%	231
2024 Q1	$259K	Sell	12,871 -300	-2%	-$5.98K	0.01%	228
2023 Q4	$256K	Sell	13,171 -60	-0.5%	-$1.12K	0.01%	217
2023 Q3	$249K	Sell	13,231 -315	-2%	-$6.02K	0.02%	212
2023 Q2	$263K	Sell	13,546 -250	-2%	-$4.85K	0.02%	209
2023 Q1	$274K	Buy	13,796 +1,225	+10%	+$25.2K	0.02%	210
2022 Q4	$244K	Buy	12,571 +1,600	+15%	+$31.9K	0.02%	238
2022 Q3	$225K	Buy	+10,971	New	+$237K	0.02%	223
2022 Q2	–	Sell	-8,956	Closed	-$210K	–	341
2022 Q1	$210K	Buy	+8,956	New	+$214K	0.01%	306

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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FMLI

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Alpha Cubed Investments's PFFD Position: Q4 2025 in Review

Alpha Cubed Investments increased its Global X US Preferred ETF (PFFD) stake by 0.03% in Q4 2025, buying an estimated $191 and bringing the position to 38,011 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #147.

Alpha Cubed Investments first reported a position in PFFD in Q1 2022 and has held it in 14 quarters since. The position peaked at $738K in Q3 2025. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

Alpha Cubed Investments held 38,011 shares of Global X US Preferred ETF worth $719K as of Q4 2025.
Alpha Cubed Investments bought 10 Global X US Preferred ETF shares in Q4 2025, an estimated $191.
Global X US Preferred ETF made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #147 holding.
Alpha Cubed Investments first reported a position in Global X US Preferred ETF in Q1 2022 and has held it in 14 quarters since.
Alpha Cubed Investments's Global X US Preferred ETF position peaked at $738K in Q3 2025.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.