AWM
PFFD icon

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

Austin 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 		$383K Buy
20,758
+2,967
+17% +$56.7K 0.09% 87
2025
Q4 		$343K Buy
17,791
+1,639
+10% +$31.3K 0.05% 119
2025
Q3 		$313K Buy
16,152
+3,073
+23% +$59.4K 0.05% 120
2025
Q2 		$250K Sell
13,079
-8,796
-40% -$164K 0.04% 121
2025
Q1 		$410K Buy
21,875
+1,671
+8% +$32.8K 0.08% 86
2024
Q4 		$400K Sell
20,204
-7,360
-27% -$150K 0.08% 86
2024
Q3 		$573K Buy
27,564
+2,129
+8% +$42.8K 0.13% 75
2024
Q2 		$507K Buy
25,435
+688
+3% +$13.5K 0.12% 78
2024
Q1 		$486K Sell
24,747
-800
-3% -$16K 0.12% 76
2023
Q4 		$509K Buy
25,547
+2,069
+9% +$38.5K 0.14% 75
2023
Q3 		$439K Buy
+23,478
New +$449K 0.14% 70

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return