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Coppell Advisory Solutions’s Global X US Preferred ETF PFFD Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-169
Closed -$3.29K – 1426
2024
Q4 		$3.29K Hold
169
– – ﹤0.01% 1435
2024
Q3 		$3.54K Buy
169
+66
+64% +$1.33K ﹤0.01% 1330
2024
Q2 		$2.03K Buy
+103
New +$2.02K ﹤0.01% 1380
2023
Q4 		$7.37K Buy
+380
New +$7.07K ﹤0.01% 1014

Other funds holding PFFD

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
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 $152M AUM 0.51% 1-Year Est. Return

Coppell Advisory Solutions's PFFD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 169 shares — an estimated $3.29K sold.

Coppell Advisory Solutions first reported a position in PFFD in Q4 2023 and held it in 4 quarters. The position peaked at $7.37K in Q4 2023. 288 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 169 Global X US Preferred ETF shares in Q1 2025, an estimated $3.29K.
  • Coppell Advisory Solutions first reported a position in Global X US Preferred ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Global X US Preferred ETF position peaked at $7.37K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.