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

Cresset 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
2024 Q4	–	Sell	-12,011	Closed	-$250K	–	2097
2024 Q3	$250K	Sell	12,011 -69	-0.6%	-$1.39K	﹤0.01%	1886
2024 Q2	$238K	Buy	12,080 +1,448	+14%	+$28.4K	﹤0.01%	1829
2024 Q1	$214K	Buy	+10,632	New	+$212K	﹤0.01%	1742
2023 Q3	–	Sell	-18,300	Closed	-$355K	–	1942
2023 Q2	$355K	Buy	18,300 +273	+2%	+$5.29K	﹤0.01%	1443
2023 Q1	$358K	Buy	+18,027	New	+$371K	0.01%	579

Other funds holding PFFD

LPL Financial San Diego, California $377B AUM 19.32% 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

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

FSC

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

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cresset Asset Management's PFFD Position: Q4 2024 in Review

Cresset Asset Management sold out of Global X US Preferred ETF (PFFD) in Q4 2024, closing a stake of 12,011 shares — an estimated $250K sold.

Cresset Asset Management first reported a position in PFFD in Q1 2023 and held it in 5 quarters. The position peaked at $358K in Q1 2023. 293 funds tracked by Wall St. Rank hold PFFD as of Q4 2024.

Cresset Asset Management reported no remaining Global X US Preferred ETF position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 12,011 Global X US Preferred ETF shares in Q4 2024, an estimated $250K.
Cresset Asset Management first reported a position in Global X US Preferred ETF in Q1 2023 and held it in 5 quarters.
Cresset Asset Management's Global X US Preferred ETF position peaked at $358K in Q1 2023.
293 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.