AIS
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return