Collier Financial’s Global X US Preferred ETF PFFD Stock Holding History

Collier Financial’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 Q1	$2.72M	Buy	+142,813	New	+$2.8M	2.31%	11

Other funds holding PFFD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Collier Financial's PFFD Position: Q1 2025 in Review

Collier Financial opened a new position in Global X US Preferred ETF (PFFD) in Q1 2025: 142,813 shares worth $2.72M. The stake represents 2.31% of the portfolio and ranks #11 among its holdings.

288 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

Collier Financial held 142,813 shares of Global X US Preferred ETF worth $2.72M as of Q1 2025.
Global X US Preferred ETF was a new Collier Financial position in Q1 2025.
Global X US Preferred ETF made up 2.31% of Collier Financial's portfolio in Q1 2025, its #11 holding.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on Collier Financial's 13F filing for Q1 2025, filed 15 Apr 2025.