American Capital Advisory’s Global X US Preferred ETF PFFD Stock Holding History

American Capital Advisory’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	–	Sell	-693	Closed	-$13.5K	–	1126
2025 Q3	$13.5K	Hold	693	–	–	0.01%	293
2025 Q2	$13.1K	Hold	693	–	–	0.01%	285
2025 Q1	$13.2K	Hold	693	–	–	0.01%	283
2024 Q4	$13.5K	Hold	693	–	–	0.01%	277
2024 Q3	$14.4K	Hold	693	–	–	0.01%	268
2024 Q2	$13.4K	Hold	693	–	–	0.01%	239
2024 Q1	$13.8K	Hold	693	–	–	0.01%	232
2023 Q4	$13.4K	Buy	+693	New	+$12.9K	0.01%	239

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

American Capital Advisory's PFFD Position: Q4 2025 in Review

American Capital Advisory sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 693 shares — an estimated $13.5K sold.

American Capital Advisory first reported a position in PFFD in Q4 2023 and held it in 8 quarters. The position peaked at $14.4K in Q3 2024. 282 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

American Capital Advisory reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
American Capital Advisory sold 693 Global X US Preferred ETF shares in Q4 2025, an estimated $13.5K.
American Capital Advisory first reported a position in Global X US Preferred ETF in Q4 2023 and held it in 8 quarters.
American Capital Advisory's Global X US Preferred ETF position peaked at $14.4K in Q3 2024.
282 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on American Capital Advisory's 13F filing for Q4 2025, filed 30 Jan 2026.