BEC
PFFD icon

Blue Edge Capital’s Global X US Preferred ETF PFFD Stock Holding History

Blue Edge Capital’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 		$3.71M Buy
201,465
+7,718
+4% +$148K 0.49% 54
2025
Q4 		$3.66M Buy
193,747
+5,080
+3% +$97.1K 0.49% 49
2025
Q3 		$3.67M Sell
188,667
-2,796
-1% -$54K 0.52% 49
2025
Q2 		$3.61M Sell
191,463
-3,898
-2% -$72.6K 0.54% 47
2025
Q1 		$3.72M Sell
195,361
-1,084
-0.6% -$21.3K 0.6% 45
2024
Q4 		$3.83M Sell
196,445
-4,046
-2% -$82.4K 0.6% 46
2024
Q3 		$4.17M Buy
200,491
+2,520
+1% +$50.7K 0.65% 44
2024
Q2 		$3.9M Buy
197,971
+4,937
+3% +$96.9K 0.64% 45
2024
Q1 		$3.89M Buy
193,034
+1,341
+0.7% +$26.7K 0.65% 46
2023
Q4 		$3.72M Sell
191,693
-851
-0.4% -$15.8K 0.7% 45
2023
Q3 		$3.62M Sell
192,544
-4,721
-2% -$90.2K 0.76% 38
2023
Q2 		$3.82M Buy
+197,265
New +$3.82M 0.77% 36
2023
Q1 		– Sell
-200,411
Closed -$3.88M – 106
2022
Q4 		$3.88M Buy
+200,411
New +$4M 0.88% 35

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