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

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 World Markets's PFFD Position: Q4 2025 in Review

CIBC World Markets opened a new position in Global X US Preferred ETF (PFFD) in Q4 2025: 104,538 shares worth $1.98M. The stake represents 0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in PFFD as recently as Q2 2025.

CIBC World Markets first reported a position in PFFD in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.4M in Q2 2024. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

CIBC World Markets held 104,538 shares of Global X US Preferred ETF worth $1.98M as of Q4 2025.
Global X US Preferred ETF was a new CIBC World Markets position in Q4 2025.
Global X US Preferred ETF made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #617 holding.
CIBC World Markets first reported a position in Global X US Preferred ETF in Q3 2023 and has held it in 9 quarters since.
CIBC World Markets's Global X US Preferred ETF position peaked at $2.4M in Q2 2024.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.