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B. Riley Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

B. Riley Wealth Advisors’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
-10,711
Closed -$210K – 1392
2024
Q4 		$210K Buy
+10,711
New +$218K 0.01% 1023
2022
Q4 		– Sell
-12,897
Closed -$265K – 1566
2022
Q3 		$265K Sell
12,897
-3,308
-20% -$71.5K 0.01% 1081
2022
Q2 		$344K Buy
16,205
+483
+3% +$10.5K 0.01% 810
2022
Q1 		$370K Buy
15,722
+5,490
+54% +$131K 0.01% 918
2021
Q4 		$264K Buy
+10,232
New +$262K 0.01% 1140

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
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

B. Riley Wealth Advisors's PFFD Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 10,711 shares — an estimated $210K sold.

B. Riley Wealth Advisors first reported a position in PFFD in Q4 2021 and held it in 5 quarters. The position peaked at $370K in Q1 2022. 289 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,711 Global X US Preferred ETF shares in Q1 2025, an estimated $210K.
  • B. Riley Wealth Advisors first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Global X US Preferred ETF position peaked at $370K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.