CSM Advisors’s Global X US Preferred ETF PFFD Stock Holding History

CSM Advisors’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 Q4	–	Sell	-18,000	Closed	-$350K	–	414
2025 Q3	$350K	Sell	18,000 -8,100	-31%	-$156K	0.01%	388
2025 Q2	$492K	Hold	26,100	–	–	0.01%	339
2025 Q1	$497K	Hold	26,100	–	–	0.03%	107
2024 Q4	$509K	Hold	26,100	–	–	0.02%	107
2024 Q3	$542K	Hold	26,100	–	–	0.04%	109
2024 Q2	$513K	Hold	26,100	–	–	0.04%	110
2024 Q1	$526K	Hold	26,100	–	–	0.03%	117
2023 Q4	$507K	Hold	26,100	–	–	0.04%	120
2023 Q3	$491K	Hold	26,100	–	–	0.04%	114
2023 Q2	$506K	Hold	26,100	–	–	0.04%	127
2023 Q1	$518K	Hold	26,100	–	–	0.04%	122
2022 Q4	$506K	Hold	26,100	–	–	0.05%	118
2022 Q3	$535K	Hold	26,100	–	–	0.06%	110
2022 Q2	$554K	Hold	26,100	–	–	0.05%	103
2022 Q1	$613K	Hold	26,100	–	–	0.04%	106
2021 Q4	$672K	Hold	26,100	–	–	0.04%	122
2021 Q3	$672K	Hold	26,100	–	–	0.05%	109
2021 Q2	$682K	Buy	+26,100	New	+$672K	0.05%	112

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FMLI

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

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

CSM Advisors's PFFD Position: Q4 2025 in Review

CSM Advisors sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 18,000 shares — an estimated $350K sold.

CSM Advisors first reported a position in PFFD in Q2 2021 and held it in 18 quarters. The position peaked at $682K in Q2 2021. 282 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

CSM Advisors reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
CSM Advisors sold 18,000 Global X US Preferred ETF shares in Q4 2025, an estimated $350K.
CSM Advisors first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 18 quarters.
CSM Advisors's Global X US Preferred ETF position peaked at $682K in Q2 2021.
282 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on CSM Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.