CFD
PFFD icon

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

Creative Financial Designs’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 		$75.7K Buy
4,115
+408
+11% +$7.8K ﹤0.01% 759
2025
Q4 		$70.1K Buy
3,707
+10
+0.3% +$191 ﹤0.01% 747
2025
Q3 		$71.8K Sell
3,697
-996
-21% -$19.2K ﹤0.01% 728
2025
Q2 		$88.4K Sell
4,693
-559
-11% -$10.4K 0.01% 698
2025
Q1 		$100K Sell
5,252
-1,497
-22% -$29.4K 0.01% 619
2024
Q4 		$132K Buy
6,749
+374
+6% +$7.62K 0.01% 539
2024
Q3 		$132K Buy
6,375
+188
+3% +$3.78K 0.01% 537
2024
Q2 		$122K Buy
6,187
+361
+6% +$7.08K 0.01% 539
2024
Q1 		$117K Buy
5,826
+1,416
+32% +$28.2K 0.01% 532
2023
Q4 		$85.6K Buy
4,410
+392
+10% +$7.29K 0.01% 566
2023
Q3 		$75.6K Buy
4,018
+1,398
+53% +$26.7K 0.01% 539
2023
Q2 		$50.8K Buy
2,620
+1,589
+154% +$30.8K 0.01% 634
2023
Q1 		$20.5K Buy
1,031
+90
+10% +$1.85K ﹤0.01% 804
2022
Q4 		$18.2K Sell
941
-193
-17% -$3.85K ﹤0.01% 782
2022
Q3 		$23K Sell
1,134
-104
-8% -$2.25K ﹤0.01% 704
2022
Q2 		$26K Sell
1,238
-257
-17% -$5.57K ﹤0.01% 681
2022
Q1 		$35K Buy
1,495
+528
+55% +$12.6K 0.01% 633
2021
Q4 		$25K Buy
967
+188
+24% +$4.82K ﹤0.01% 714
2021
Q3 		$20K Buy
779
+40
+5% +$1.04K ﹤0.01% 865
2021
Q2 		$19K Buy
739
+633
+597% +$16.3K ﹤0.01% 874
2021
Q1 		$3K Buy
+106
New +$2.69K ﹤0.01% 1166

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