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Chilton Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Chilton Capital Management’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 		$166K Buy
9,040
+580
+7% +$11.1K 0.01% 247
2025
Q4 		$160K Buy
8,460
+1,260
+18% +$24.1K 0.01% 250
2025
Q3 		$140K Sell
7,200
-750
-9% -$14.5K ﹤0.01% 262
2025
Q2 		$150K Sell
7,950
-264
-3% -$4.92K 0.01% 249
2025
Q1 		$156K Hold
8,214
– – 0.01% 242
2024
Q4 		$160K Hold
8,214
– – 0.01% 243
2024
Q3 		$171K Sell
8,214
-15
-0.2% -$302 0.01% 240
2024
Q2 		$162K Sell
8,229
-125
-1% -$2.45K 0.01% 251
2024
Q1 		$168K Hold
8,354
– – 0.01% 254
2023
Q4 		$162K Hold
8,354
– – 0.01% 255
2023
Q3 		$157K Sell
8,354
-500
-6% -$9.56K 0.01% 235
2023
Q2 		$172K Buy
8,854
+210
+2% +$4.07K 0.01% 234
2023
Q1 		$172K Buy
+8,644
New +$178K 0.01% 233
2022
Q3 		– Sell
-10,109
Closed -$214K – 512
2022
Q2 		$214K Buy
+10,109
New +$219K 0.01% 209

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GXJ
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Morgan Stanley
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Wells Fargo
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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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return