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

Coldstream 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
2025
Q2 		– Sell
-491
Closed -$9.35K – 2707
2025
Q1 		$9.35K Buy
+491
New +$9.64K ﹤0.01% 2410

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Coldstream Capital Management's PFFD Position: Q2 2025 in Review

Coldstream Capital Management sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 491 shares — an estimated $9.35K sold.

Coldstream Capital Management first reported a position in PFFD in Q1 2025 and held it in 1 quarter. The position peaked at $9.35K in Q1 2025. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

  • Coldstream Capital Management reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 491 Global X US Preferred ETF shares in Q2 2025, an estimated $9.35K.
  • Coldstream Capital Management first reported a position in Global X US Preferred ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Global X US Preferred ETF position peaked at $9.35K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.