CIBC Private Wealth Group
PFFD icon

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
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