CT
PFFD icon

Caldwell Trust’s Global X US Preferred ETF PFFD Stock Holding History

Caldwell Trust’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 		$9.16K Hold
498
– – ﹤0.01% 669
2025
Q4 		$9.42K Hold
498
– – ﹤0.01% 649
2025
Q3 		$9.68K Hold
498
– – ﹤0.01% 643
2025
Q2 		$9.38K Hold
498
– – ﹤0.01% 640
2025
Q1 		$9.48K Hold
498
– – ﹤0.01% 640
2024
Q4 		$9.72K Buy
498
+207
+71% +$4.22K ﹤0.01% 611
2024
Q3 		$6.05K Sell
291
-209
-42% -$4.21K ﹤0.01% 644
2024
Q2 		$9.84K Hold
500
– – ﹤0.01% 613
2024
Q1 		$10.1K Hold
500
– – ﹤0.01% 619
2023
Q4 		$9.7K Buy
+500
New +$9.3K ﹤0.01% 611
2023
Q2 		– Sell
-4,365
Closed -$86.7K – 777
2023
Q1 		$86.7K Buy
+4,365
New +$89.8K 0.01% 363

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