CIBC World Markets’s Global X US Preferred ETF PFFD Stock Holding History

CIBC World Markets’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	$1.98M	Buy	+104,538	New	+$2M	0.01%	617
2025 Q2	$1.83M	Buy	97,354 +5,182	+6%	+$96.6K	0.01%	579
2025 Q1	$1.75M	Buy	92,172 +2,496	+3%	+$49K	0.01%	528
2024 Q4	$1.75M	Buy	89,676 +2,313	+3%	+$47.1K	0.01%	556
2024 Q3	$1.82M	Sell	87,363 -34,575	-28%	-$696K	0.01%	543
2024 Q2	$2.4M	Buy	121,938 +4,075	+3%	+$80K	0.02%	461
2024 Q1	$2.38M	Buy	117,863 +90,550	+332%	+$1.81M	0.02%	464
2023 Q4	$530K	Buy	27,313 +4,517	+20%	+$84.1K	﹤0.01%	649
2023 Q3	$429K	Buy	+22,796	New	+$436K	﹤0.01%	585

Other funds holding PFFD

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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