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	–	2033
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

HWAM

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSC

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Atria Wealth Solutions's PFFD Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 17,955 shares — an estimated $350K sold.

Atria Wealth Solutions first reported a position in PFFD in Q1 2022 and held it in 9 quarters. The position peaked at $1.13M in Q1 2023. 289 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

Atria Wealth Solutions reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 17,955 Global X US Preferred ETF shares in Q1 2025, an estimated $350K.
Atria Wealth Solutions first reported a position in Global X US Preferred ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Global X US Preferred ETF position peaked at $1.13M in Q1 2023.
289 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.