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ACI
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
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16.18%
1-Year Est. Return
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24.88%
1-Year Est. Return
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19.32%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
NYLIM
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$11.8B AUM
23.45%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Lido Advisors
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$25.5B AUM
19.2%
1-Year Est. Return
FMLI
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$1.53B AUM
29.94%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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