ADL
PFFD icon

Asset Dedication LLC’s Global X US Preferred ETF PFFD Stock Holding History

Asset Dedication LLC’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
-441
Closed -$8.3K – 1217
2025
Q2 		$8.3K Buy
+441
New +$8.22K ﹤0.01% 844

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 $1.72B AUM 29.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Asset Dedication LLC's PFFD Position: Q3 2025 in Review

Asset Dedication LLC sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 441 shares — an estimated $8.3K sold.

Asset Dedication LLC first reported a position in PFFD in Q2 2025 and held it in 1 quarter. The position peaked at $8.3K in Q2 2025. 280 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

  • Asset Dedication LLC reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 441 Global X US Preferred ETF shares in Q3 2025, an estimated $8.3K.
  • Asset Dedication LLC first reported a position in Global X US Preferred ETF in Q2 2025 and held it in 1 quarter.
  • Asset Dedication LLC's Global X US Preferred ETF position peaked at $8.3K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.