Endeavor Private Wealth’s Global X US Preferred ETF PFFD Stock Holding History

Endeavor Private Wealth’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	-21,354	Closed	-$407K	–	140
2025 Q1	$407K	Buy	21,354 +16,693	+358%	+$328K	0.22%	88
2024 Q4	$91.4K	Buy	+4,661	New	+$95K	0.09%	89

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

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

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 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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Endeavor Private Wealth's PFFD Position: Q2 2025 in Review

Endeavor Private Wealth sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 21,354 shares — an estimated $407K sold.

Endeavor Private Wealth first reported a position in PFFD in Q4 2024 and held it in 2 quarters. The position peaked at $407K in Q1 2025. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

Endeavor Private Wealth reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
Endeavor Private Wealth sold 21,354 Global X US Preferred ETF shares in Q2 2025, an estimated $407K.
Endeavor Private Wealth first reported a position in Global X US Preferred ETF in Q4 2024 and held it in 2 quarters.
Endeavor Private Wealth's Global X US Preferred ETF position peaked at $407K in Q1 2025.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Endeavor Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.