Creekmur Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Creekmur Asset 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 Q3	$17	Hold	1	–	–	﹤0.01%	790
2025 Q2	$16	Hold	1	–	–	﹤0.01%	806
2025 Q1	$16	Sell	1 -1	-50%	-$20	﹤0.01%	735
2024 Q4	$32	Hold	2	–	–	﹤0.01%	866
2024 Q3	$34	Hold	2	–	–	﹤0.01%	951
2024 Q2	$31	Hold	2	–	–	﹤0.01%	1003
2024 Q1	$32	Sell	2 -1	-33%	-$20	﹤0.01%	816
2023 Q4	$65	Buy	+3	New	+$56	﹤0.01%	773

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

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 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

Creekmur Asset Management's PFFD Position: Q3 2025 in Review

Creekmur Asset Management held its Global X US Preferred ETF (PFFD) position steady in Q3 2025 at 1 share worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Creekmur Asset Management first reported a position in PFFD in Q4 2023 and has held it in 8 quarters since. The position peaked at $65 in Q4 2023. 280 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

Creekmur Asset Management held 1 share of Global X US Preferred ETF worth $17 as of Q3 2025.
Creekmur Asset Management left its Global X US Preferred ETF share count unchanged in Q3 2025.
Global X US Preferred ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #790 holding.
Creekmur Asset Management first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Global X US Preferred ETF position peaked at $65 in Q4 2023.
280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.