American Investment Services’s Global X US Preferred ETF PFFD Stock Holding History

American Investment Services’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	-11,328	Closed	-$220K	–	135
2025 Q3	$220K	Hold	11,328	–	–	0.05%	130
2025 Q2	$213K	Buy	11,328 +522	+5%	+$9.73K	0.05%	130
2025 Q1	$206K	Buy	10,806 +83	+0.8%	+$1.63K	0.04%	157
2024 Q4	$209K	Hold	10,723	–	–	0.04%	155
2024 Q3	$223K	Buy	10,723 +240	+2%	+$4.83K	0.04%	153
2024 Q2	$206K	Buy	10,483 +259	+3%	+$5.08K	0.04%	153
2024 Q1	$206K	Buy	10,224 +123	+1%	+$2.45K	0.04%	151
2023 Q4	$196K	Buy	+10,101	New	+$188K	0.04%	143
2022 Q1	–	Sell	-7,789	Closed	-$201K	–	124
2021 Q4	$201K	Buy	+7,789	New	+$200K	0.04%	122

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 22.9% 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

American Investment Services's PFFD Position: Q4 2025 in Review

American Investment Services sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 11,328 shares — an estimated $220K sold.

American Investment Services first reported a position in PFFD in Q4 2021 and held it in 9 quarters. The position peaked at $223K in Q3 2024. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

American Investment Services reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
American Investment Services sold 11,328 Global X US Preferred ETF shares in Q4 2025, an estimated $220K.
American Investment Services first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 9 quarters.
American Investment Services's Global X US Preferred ETF position peaked at $223K in Q3 2024.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on American Investment Services's 13F filing for Q4 2025, filed 13 Feb 2026.