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Arax Advisory Partners’s Global X US Preferred ETF PFFD Stock Holding History

Arax Advisory Partners’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
Q3 		– Sell
-828
Closed -$15.6K – 4097
2025
Q2 		$15.6K Buy
+828
New +$15.4K ﹤0.01% 1770
2024
Q1 		– Sell
-11
Closed -$214 – 1378
2023
Q4 		$214 Buy
+11
New +$205 ﹤0.01% 1270

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Arax Advisory Partners's PFFD Position: Q3 2025 in Review

Arax Advisory Partners sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 828 shares — an estimated $15.6K sold.

Arax Advisory Partners first reported a position in PFFD in Q4 2023 and held it in 2 quarters. The position peaked at $15.6K in Q2 2025. 280 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

  • Arax Advisory Partners reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 828 Global X US Preferred ETF shares in Q3 2025, an estimated $15.6K.
  • Arax Advisory Partners first reported a position in Global X US Preferred ETF in Q4 2023 and held it in 2 quarters.
  • Arax Advisory Partners's Global X US Preferred ETF position peaked at $15.6K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Arax Advisory Partners's 13F filing for Q3 2025, filed 14 Nov 2025.