FCH
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Freestone Capital Holdings’s Global X US Preferred ETF PFFD Stock Holding History

Freestone Capital Holdings’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
-11,634
Closed -$227K – 465
2024
Q4 		$227K Buy
11,634
+833
+8% +$17K 0.01% 403
2024
Q3 		$224K Buy
+10,801
New +$217K 0.01% 395

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
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

Freestone Capital Holdings's PFFD Position: Q1 2025 in Review

Freestone Capital Holdings sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 11,634 shares — an estimated $227K sold.

Freestone Capital Holdings first reported a position in PFFD in Q3 2024 and held it in 2 quarters. The position peaked at $227K in Q4 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

  • Freestone Capital Holdings reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 11,634 Global X US Preferred ETF shares in Q1 2025, an estimated $227K.
  • Freestone Capital Holdings first reported a position in Global X US Preferred ETF in Q3 2024 and held it in 2 quarters.
  • Freestone Capital Holdings's Global X US Preferred ETF position peaked at $227K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on Freestone Capital Holdings's 13F filing for Q1 2025, filed 13 May 2025.