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Crew Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Crew Capital 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
Q2 		– Sell
-35,793
Closed -$681K – 143
2025
Q1 		$681K Sell
35,793
-146
-0.4% -$2.87K 0.56% 67
2024
Q4 		$701K Sell
35,939
-8,050
-18% -$164K 0.58% 63
2024
Q3 		$914K Buy
43,989
+4,495
+11% +$90.5K 0.73% 50
2024
Q2 		$777K Buy
39,494
+23,899
+153% +$469K 0.62% 55
2024
Q1 		$314K Buy
+15,595
New +$311K 0.25% 93

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Crew Capital Management's PFFD Position: Q2 2025 in Review

Crew Capital Management sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 35,793 shares — an estimated $681K sold.

Crew Capital Management first reported a position in PFFD in Q1 2024 and held it in 5 quarters. The position peaked at $914K in Q3 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

  • Crew Capital Management reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Crew Capital Management sold 35,793 Global X US Preferred ETF shares in Q2 2025, an estimated $681K.
  • Crew Capital Management first reported a position in Global X US Preferred ETF in Q1 2024 and held it in 5 quarters.
  • Crew Capital Management's Global X US Preferred ETF position peaked at $914K in Q3 2024.
  • 288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Crew Capital Management's 13F filing for Q2 2025, filed 14 Jul 2025.