CLGM
PFFD icon

Capitolis Liquid Global Markets’s Global X US Preferred ETF PFFD Stock Holding History

Capitolis Liquid Global Markets’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
Q4 		– Sell
-260,600
Closed -$5.06M – 358
2025
Q3 		$5.06M Sell
260,600
-105,400
-29% -$2.04M 0.04% 185
2025
Q2 		$6.89M Buy
+366,000
New +$6.82M 0.05% 175

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 $377B AUM 19.32% 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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capitolis Liquid Global Markets's PFFD Position: Q4 2025 in Review

Capitolis Liquid Global Markets sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 260,600 shares — an estimated $5.06M sold.

Capitolis Liquid Global Markets first reported a position in PFFD in Q2 2025 and held it in 2 quarters. The position peaked at $6.89M in Q2 2025. 282 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

  • Capitolis Liquid Global Markets reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Capitolis Liquid Global Markets sold 260,600 Global X US Preferred ETF shares in Q4 2025, an estimated $5.06M.
  • Capitolis Liquid Global Markets first reported a position in Global X US Preferred ETF in Q2 2025 and held it in 2 quarters.
  • Capitolis Liquid Global Markets's Global X US Preferred ETF position peaked at $6.89M in Q2 2025.
  • 282 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Capitolis Liquid Global Markets's 13F filing for Q4 2025, filed 17 Feb 2026.