Atria Wealth Solutions’s Global X US Preferred ETF PFFD Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-17,955	Closed	-$350K	–	2034
2024 Q4	$350K	Buy	+17,955	New	+$366K	﹤0.01%	1451
2024 Q1	–	Sell	-10,483	Closed	-$204K	–	2035
2023 Q4	$204K	Sell	10,483 -27,274	-72%	-$508K	﹤0.01%	1764
2023 Q3	$710K	Sell	37,757 -1,062	-3%	-$20.3K	0.01%	970
2023 Q2	$753K	Sell	38,819 -18,129	-32%	-$351K	0.01%	975
2023 Q1	$1.13M	Buy	56,948 +1,499	+3%	+$30.8K	0.02%	746
2022 Q4	$1.08M	Buy	55,449 +2,194	+4%	+$43.8K	0.02%	713
2022 Q3	$1.09M	Buy	53,255 +25,358	+91%	+$548K	0.02%	690
2022 Q2	$592K	Sell	27,897 -10,562	-27%	-$229K	0.01%	894
2022 Q1	$904K	Buy	+38,459	New	+$921K	0.02%	780

Other funds holding PFFD

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

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

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

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Envestnet Asset Management

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

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

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return