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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Channel Wealth's PFFD Position: Q4 2025 in Review

Channel Wealth sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 10,270 shares — an estimated $200K sold.

Channel Wealth first reported a position in PFFD in Q1 2023 and held it in 11 quarters. The position peaked at $418K in Q2 2023. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

Channel Wealth reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
Channel Wealth sold 10,270 Global X US Preferred ETF shares in Q4 2025, an estimated $200K.
Channel Wealth first reported a position in Global X US Preferred ETF in Q1 2023 and held it in 11 quarters.
Channel Wealth's Global X US Preferred ETF position peaked at $418K in Q2 2023.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Channel Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.