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PFFD icon

Channel Wealth’s Global X US Preferred ETF PFFD Stock Holding History

Channel Wealth’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
-10,270
Closed -$200K – 181
2025
Q3 		$200K Sell
10,270
-183
-2% -$3.54K 0.05% 168
2025
Q2 		$197K Sell
10,453
-4,896
-32% -$91.2K 0.06% 167
2025
Q1 		$292K Sell
15,349
-1,652
-10% -$32.4K 0.09% 136
2024
Q4 		$332K Sell
17,001
-249
-1% -$5.07K 0.11% 124
2024
Q3 		$358K Buy
17,250
+750
+5% +$15.1K 0.12% 114
2024
Q2 		$325K Sell
16,500
-326
-2% -$6.4K 0.12% 121
2024
Q1 		$339K Buy
16,826
+134
+0.8% +$2.67K 0.14% 117
2023
Q4 		$324K Sell
16,692
-3,468
-17% -$64.5K 0.15% 118
2023
Q3 		$379K Sell
20,160
-1,382
-6% -$26.4K 0.21% 99
2023
Q2 		$418K Buy
21,542
+2,441
+13% +$47.3K 0.24% 109
2023
Q1 		$379K Buy
+19,101
New +$393K 0.24% 110

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
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
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 $25.5B AUM 19.2% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return