Anderson Financial Strategies’s Global X US Preferred ETF PFFD Stock Holding History

Anderson Financial Strategies’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 Q2	–	Sell	-2,422	Closed	-$46.1K	–	158
2025 Q1	$46.1K	Buy	+2,422	New	+$47.6K	0.03%	112

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Anderson Financial Strategies's PFFD Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 2,422 shares — an estimated $46.1K sold.

Anderson Financial Strategies first reported a position in PFFD in Q1 2025 and held it in 1 quarter. The position peaked at $46.1K in Q1 2025. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

Anderson Financial Strategies reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
Anderson Financial Strategies sold 2,422 Global X US Preferred ETF shares in Q2 2025, an estimated $46.1K.
Anderson Financial Strategies first reported a position in Global X US Preferred ETF in Q1 2025 and held it in 1 quarter.
Anderson Financial Strategies's Global X US Preferred ETF position peaked at $46.1K in Q1 2025.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.