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Cyndeo Wealth Partners’s Global X US Preferred ETF PFFD Stock Holding History

Cyndeo Wealth Partners’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 		$1.81M Buy
98,178
+12,206
+14% +$233K 0.1% 177
2025
Q4 		$1.63M Sell
85,972
-12,467
-13% -$238K 0.09% 191
2025
Q3 		$1.91M Hold
98,439
– – 0.11% 171
2025
Q2 		$1.85M Hold
98,439
– – 0.11% 167
2025
Q1 		$1.87M Hold
98,439
– – 0.12% 167
2024
Q4 		$1.92M Hold
98,439
– – 0.13% 165
2024
Q3 		$2.05M Buy
98,439
+10,000
+11% +$201K 0.14% 165
2024
Q2 		$1.74M Hold
88,439
– – 0.14% 170
2024
Q1 		$1.78M Buy
88,439
+77,929
+741% +$1.55M 0.15% 160
2023
Q4 		$204K Buy
+10,510
New +$196K 0.02% 357

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