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

Delta 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
2026 Q1	$1.78K	Hold	97	–	–	﹤0.01%	540
2025 Q4	$1.83K	Hold	97	–	–	﹤0.01%	544
2025 Q3	$1.89K	Hold	97	–	–	﹤0.01%	551
2025 Q2	$1.83K	Hold	97	–	–	﹤0.01%	540
2025 Q1	$1.85K	Hold	97	–	–	﹤0.01%	543
2024 Q4	$1.89K	Hold	97	–	–	﹤0.01%	554
2024 Q3	$2.02K	Hold	97	–	–	﹤0.01%	555
2024 Q2	$1.91K	Hold	97	–	–	﹤0.01%	555
2024 Q1	$1.96K	Hold	97	–	–	﹤0.01%	574
2023 Q4	$1.88K	Hold	97	–	–	﹤0.01%	580
2023 Q3	$1.82K	Hold	97	–	–	﹤0.01%	592
2023 Q2	$1.88K	Hold	97	–	–	﹤0.01%	596
2023 Q1	$1.93K	Hold	97	–	–	﹤0.01%	569
2022 Q4	$1.88K	Buy	+97	New	+$1.94K	﹤0.01%	599

Other funds holding PFFD

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

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