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Full Sail Capital’s Global X US Preferred ETF PFFD Stock Holding History

Full Sail Capital’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 		$26M Sell
1,338,750
-57,324
-4% -$1.11M 1.43% 23
2025
Q2 		$26.3M Sell
1,396,074
-30,792
-2% -$574K 1.52% 22
2025
Q1 		$27.2M Buy
1,426,866
+58,695
+4% +$1.15M 1.76% 21
2024
Q4 		$26.7M Buy
1,368,171
+287,175
+27% +$5.85M 1.7% 21
2024
Q3 		$22.5M Buy
1,080,996
+21,208
+2% +$427K 1.44% 23
2024
Q2 		$20.9M Buy
1,059,788
+77,267
+8% +$1.52M 1.4% 24
2024
Q1 		$19.8M Buy
982,521
+65,711
+7% +$1.31M 1.38% 25
2023
Q4 		$17.8M Buy
916,810
+149,284
+19% +$2.78M 1.35% 26
2023
Q3 		$14.4M Buy
767,526
+64,773
+9% +$1.24M 1.25% 29
2023
Q2 		$13.6M Buy
702,753
+80,536
+13% +$1.56M 1.16% 32
2023
Q1 		$12.4M Buy
622,217
+32,809
+6% +$675K 1.12% 33
2022
Q4 		$11.4M Buy
589,408
+80,251
+16% +$1.6M 1.08% 35
2022
Q3 		$10.4M Buy
509,157
+32,102
+7% +$694K 1.08% 33
2022
Q2 		$10.1M Buy
477,055
+152,490
+47% +$3.31M 0.98% 35
2022
Q1 		$7.63M Sell
324,565
-7,106
-2% -$170K 0.64% 45
2021
Q4 		$8.25M Buy
331,671
+178,068
+116% +$4.56M 0.72% 36
2021
Q3 		$3.96M Buy
153,603
+29,073
+23% +$756K 0.35% 50
2021
Q2 		$3.26M Buy
124,530
+20,664
+20% +$532K 0.3% 55
2021
Q1 		$2.67M Buy
103,866
+19,574
+23% +$496K 0.27% 61
2020
Q4 		$2.16M Buy
+84,292
New +$2.13M 0.23% 60

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Full Sail Capital's PFFD Position: Q3 2025 in Review

Full Sail Capital reduced its Global X US Preferred ETF (PFFD) stake by 4.1% in Q3 2025, selling an estimated $1.11M and leaving 1,338,750 shares worth $26M. The position accounts for 1.43% of the portfolio, ranked #23.

Full Sail Capital first reported a position in PFFD in Q4 2020 and has held it in 20 quarters since. The position peaked at $27.2M in Q1 2025. 280 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

  • Full Sail Capital held 1,338,750 shares of Global X US Preferred ETF worth $26M as of Q3 2025.
  • Full Sail Capital sold 57,324 Global X US Preferred ETF shares in Q3 2025, an estimated $1.11M.
  • Global X US Preferred ETF made up 1.43% of Full Sail Capital's portfolio in Q3 2025, its #23 holding.
  • Full Sail Capital first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 20 quarters since.
  • Full Sail Capital's Global X US Preferred ETF position peaked at $27.2M in Q1 2025.
  • 280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Full Sail Capital's 13F filing for Q3 2025, filed 14 Nov 2025.