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Darwin Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Darwin Wealth 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
-20
Closed -$390 – 659
2025
Q1 		$390 Hold
20
– – ﹤0.01% 593
2024
Q4 		$390 Hold
20
– – ﹤0.01% 593
2024
Q3 		$416 Buy
+20
New +$402 ﹤0.01% 602

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

Darwin Wealth Management's PFFD Position: Q2 2025 in Review

Darwin Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 20 shares — an estimated $390 sold.

Darwin Wealth Management first reported a position in PFFD in Q3 2024 and held it in 3 quarters. The position peaked at $416 in Q3 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

  • Darwin Wealth Management reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 20 Global X US Preferred ETF shares in Q2 2025, an estimated $390.
  • Darwin Wealth Management first reported a position in Global X US Preferred ETF in Q3 2024 and held it in 3 quarters.
  • Darwin Wealth Management's Global X US Preferred ETF position peaked at $416 in Q3 2024.
  • 288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.