Fortis Group Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Fortis Group 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	$6.9K	Hold	375	–	–	﹤0.01%	416
2025 Q4	$7.09K	Hold	375	–	–	﹤0.01%	407
2025 Q3	$7.29K	Hold	375	–	–	﹤0.01%	365
2025 Q2	$7.06K	Hold	375	–	–	﹤0.01%	355
2025 Q1	$7.14K	Hold	375	–	–	﹤0.01%	323
2024 Q4	$7.32K	Hold	375	–	–	﹤0.01%	331
2024 Q3	$7.79K	Hold	375	–	–	﹤0.01%	321
2024 Q2	$7.38K	Hold	375	–	–	﹤0.01%	319
2024 Q1	$7.56K	Sell	375 -375	-50%	-$7.48K	﹤0.01%	335
2023 Q4	$14.6K	Buy	750 +375	+100%	+$6.98K	﹤0.01%	260
2023 Q3	$7.05K	Buy	+375	New	+$7.17K	﹤0.01%	256
2020 Q3	$9K	Buy	+375	New	+$9.19K	﹤0.01%	295

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