Apollon Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Apollon Wealth Management’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
2026 Q1	–	Sell	-21,224	Closed	-$401K	–	1449
2025 Q4	$401K	Sell	21,224 -33,081	-61%	-$633K	0.01%	924
2025 Q3	$1.06M	Sell	54,305 -4,244	-7%	-$82K	0.02%	549
2025 Q2	$1.1M	Sell	58,549 -11,453	-16%	-$213K	0.02%	525
2025 Q1	$1.33M	Buy	70,002 +3,165	+5%	+$62.1K	0.03%	426
2024 Q4	$1.3M	Buy	66,837 +5	+0%	+$102	0.03%	429
2024 Q3	$1.39M	Sell	66,832 -517	-0.8%	-$10.4K	0.04%	391
2024 Q2	$1.33M	Buy	67,349 +4,012	+6%	+$78.7K	0.04%	382
2024 Q1	$1.28M	Buy	63,337 +18,104	+40%	+$361K	0.04%	399
2023 Q4	$878K	Buy	45,233 +8,647	+24%	+$161K	0.03%	494
2023 Q3	$688K	Buy	+36,586	New	+$699K	0.03%	463

Other funds holding PFFD

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return