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

DHJJ Financial 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
2026 Q1	$92	Hold	5	–	–	﹤0.01%	1046
2025 Q4	$95	Hold	5	–	–	﹤0.01%	1000
2025 Q3	$98	Hold	5	–	–	﹤0.01%	965
2025 Q2	$95	Hold	5	–	–	﹤0.01%	938
2025 Q1	$96	Hold	5	–	–	﹤0.01%	892
2024 Q4	$98	Hold	5	–	–	﹤0.01%	859
2024 Q3	$104	Hold	5	–	–	﹤0.01%	835
2024 Q2	$99	Hold	5	–	–	﹤0.01%	795
2024 Q1	$101	Hold	5	–	–	﹤0.01%	776
2023 Q4	$97	Hold	5	–	–	﹤0.01%	770
2023 Q3	$95	Buy	+5	New	+$96	﹤0.01%	771

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 $377B 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 $530B 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 $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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