EntreWealth’s Global X US Preferred ETF PFFD Stock Holding History

EntreWealth’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 Q1	–	Sell	-16,768	Closed	-$350K	–	62
2024 Q4	$350K	Buy	+16,768	New	+$342K	0.32%	46

Other funds holding PFFD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSC

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

EntreWealth's PFFD Position: Q1 2025 in Review

EntreWealth sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 16,768 shares — an estimated $350K sold.

EntreWealth first reported a position in PFFD in Q4 2024 and held it in 1 quarter. The position peaked at $350K in Q4 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

EntreWealth reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
EntreWealth sold 16,768 Global X US Preferred ETF shares in Q1 2025, an estimated $350K.
EntreWealth first reported a position in Global X US Preferred ETF in Q4 2024 and held it in 1 quarter.
EntreWealth's Global X US Preferred ETF position peaked at $350K in Q4 2024.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on EntreWealth's 13F filing for Q1 2025, filed 14 May 2025.