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PFFD icon

Freedom Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-12,242
Closed -$231K – 521
2025
Q2 		$231K Sell
12,242
-283
-2% -$5.27K 0.02% 666
2025
Q1 		$238K Sell
12,525
-9,932
-44% -$195K 0.02% 663
2024
Q4 		$438K Buy
22,457
+2
+0% +$41 0.04% 470
2024
Q3 		$467K Sell
22,455
-461
-2% -$9.28K 0.04% 457
2024
Q2 		$451K Sell
22,916
-1,812
-7% -$35.6K 0.04% 458
2024
Q1 		$499K Sell
24,728
-3,000
-11% -$59.8K 0.04% 434
2023
Q4 		$538K Sell
27,728
-3,335
-11% -$62.1K 0.04% 414
2023
Q3 		$584K Sell
31,063
-3,569
-10% -$68.2K 0.07% 328
2023
Q2 		$672K Sell
34,632
-5,246
-13% -$102K 0.08% 329
2023
Q1 		$792K Buy
39,878
+11,654
+41% +$240K 0.09% 289
2022
Q4 		$547K Sell
28,224
-69
-0.2% -$1.38K 0.06% 387
2022
Q3 		$580K Buy
28,293
+3,248
+13% +$70.2K 0.07% 369
2022
Q2 		$531K Sell
25,045
-6,071
-20% -$132K 0.06% 436
2022
Q1 		$731K Sell
31,116
-3,131
-9% -$75K 0.07% 366
2021
Q4 		$882K Sell
34,247
-3,767
-10% -$96.5K 0.06% 385
2021
Q3 		$979K Buy
38,014
+5,563
+17% +$145K 0.07% 323
2021
Q2 		$849K Buy
32,451
+4,953
+18% +$128K 0.06% 376
2021
Q1 		$701K Buy
+27,498
New +$697K 0.05% 409

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Freedom Investment Management's PFFD Position: Q3 2025 in Review

Freedom Investment Management sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 12,242 shares — an estimated $231K sold.

Freedom Investment Management first reported a position in PFFD in Q1 2021 and held it in 18 quarters. The position peaked at $979K in Q3 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

  • Freedom Investment Management reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 12,242 Global X US Preferred ETF shares in Q3 2025, an estimated $231K.
  • Freedom Investment Management first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's Global X US Preferred ETF position peaked at $979K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.