Avantax Advisory Services’s Global X US Preferred ETF PFFD Stock Holding History

Avantax Advisory Services’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 Q2	$708K	Buy	37,601 +2,440	+7%	+$45.5K	﹤0.01%	1371
2025 Q1	$669K	Buy	35,161 +1,825	+5%	+$35.8K	﹤0.01%	1328
2024 Q4	$650K	Buy	33,336 +123	+0.4%	+$2.51K	﹤0.01%	1286
2024 Q3	$690K	Sell	33,213 -5,955	-15%	-$120K	﹤0.01%	1218
2024 Q2	$771K	Sell	39,168 -6,497	-14%	-$128K	0.01%	1123
2024 Q1	$921K	Sell	45,665 -8,388	-16%	-$167K	0.01%	786
2023 Q4	$1.05M	Buy	54,053 +3,589	+7%	+$66.8K	0.01%	691
2023 Q3	$949K	Buy	50,464 +13,993	+38%	+$267K	0.01%	715
2023 Q2	$707K	Buy	36,471 +5,451	+18%	+$106K	0.01%	806
2023 Q1	$616K	Buy	31,020 +5,896	+23%	+$121K	0.01%	824
2022 Q4	$487K	Buy	25,124 +4,023	+19%	+$80.3K	0.01%	880
2022 Q3	$433K	Sell	21,101 -1,063	-5%	-$23K	0.01%	838
2022 Q2	$470K	Buy	22,164 +5,541	+33%	+$120K	0.01%	811
2022 Q1	$391K	Buy	16,623 +4,289	+35%	+$103K	0.01%	887
2021 Q4	$318K	Buy	+12,334	New	+$316K	﹤0.01%	949

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 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

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

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

FSC

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

Avantax Advisory Services's PFFD Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X US Preferred ETF (PFFD) stake by 6.9% in Q2 2025, buying an estimated $45.5K and bringing the position to 37,601 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Avantax Advisory Services first reported a position in PFFD in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.05M in Q4 2023. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

Avantax Advisory Services held 37,601 shares of Global X US Preferred ETF worth $708K as of Q2 2025.
Avantax Advisory Services bought 2,440 Global X US Preferred ETF shares in Q2 2025, an estimated $45.5K.
Global X US Preferred ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1371 holding.
Avantax Advisory Services first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 15 quarters since.
Avantax Advisory Services's Global X US Preferred ETF position peaked at $1.05M in Q4 2023.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.