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Cornerstone Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Cornerstone Wealth 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
2026
Q1 		$273K Sell
14,863
-1,525
-9% -$29.2K 0.01% 601
2025
Q4 		$310K Sell
16,388
-4,319
-21% -$82.6K 0.02% 533
2025
Q3 		$402K Sell
20,707
-801
-4% -$15.5K 0.02% 469
2025
Q2 		$405K Sell
21,508
-360
-2% -$6.71K 0.02% 435
2025
Q1 		$416K Sell
21,868
-1,565
-7% -$30.7K 0.03% 411
2024
Q4 		$457K Sell
23,433
-3,274
-12% -$66.7K 0.03% 373
2024
Q3 		$555K Sell
26,707
-1,894
-7% -$38.1K 0.04% 329
2024
Q2 		$563K Buy
28,601
+994
+4% +$19.5K 0.04% 309
2024
Q1 		$557K Buy
27,607
+17,192
+165% +$343K 0.05% 312
2023
Q4 		$202K Buy
+10,415
New +$194K 0.02% 502

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $25.5B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return