CIBC Private Wealth Group’s Global X US Preferred ETF PFFD Stock Holding History

CIBC Private Wealth Group’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	$123K	Hold	6,510	–	–	﹤0.01%	1415
2025 Q3	$126K	Sell	6,510 -3,712	-36%	-$71.7K	﹤0.01%	1388
2025 Q2	$192K	Buy	10,222 +3,712	+57%	+$69.2K	﹤0.01%	1143
2025 Q1	$118K	Hold	6,510	–	–	﹤0.01%	1293
2024 Q4	$127K	Hold	6,510	–	–	﹤0.01%	1330
2024 Q3	$135K	Hold	6,510	–	–	﹤0.01%	1363
2024 Q2	$129K	Hold	6,510	–	–	﹤0.01%	1294
2024 Q1	$132K	Buy	+6,510	New	+$130K	﹤0.01%	1284
2023 Q1	–	Sell	-6,510	Closed	-$389K	–	924
2022 Q4	$389K	Buy	+6,510	New	+$130K	﹤0.01%	655
2022 Q3	–	Sell	-6,510	Closed	-$138K	–	1121
2022 Q2	$138K	Hold	6,510	–	–	﹤0.01%	905
2022 Q1	$153K	Buy	+6,510	New	+$156K	﹤0.01%	977

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

CIBC Private Wealth Group's PFFD Position: Q4 2025 in Review

CIBC Private Wealth Group held its Global X US Preferred ETF (PFFD) position steady in Q4 2025 at 6,510 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

CIBC Private Wealth Group first reported a position in PFFD in Q1 2022 and has held it in 11 quarters since. The position peaked at $389K in Q4 2022. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

CIBC Private Wealth Group held 6,510 shares of Global X US Preferred ETF worth $123K as of Q4 2025.
CIBC Private Wealth Group left its Global X US Preferred ETF share count unchanged in Q4 2025.
Global X US Preferred ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1415 holding.
CIBC Private Wealth Group first reported a position in Global X US Preferred ETF in Q1 2022 and has held it in 11 quarters since.
CIBC Private Wealth Group's Global X US Preferred ETF position peaked at $389K in Q4 2022.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.