Future Financial Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Future Financial Wealth 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 Q4	–	Sell	-1,305	Closed	-$25.4K	–	339
2025 Q3	$25.4K	Sell	1,305 -2,000	-61%	-$38.6K	0.02%	318
2025 Q2	$62.2K	Sell	3,305 -2,900	-47%	-$54K	0.04%	217
2025 Q1	$118K	Sell	6,205 -100	-2%	-$1.96K	0.09%	143
2024 Q4	$123K	Hold	6,305	–	–	0.09%	139
2024 Q3	$131K	Buy	+6,305	New	+$127K	0.09%	143
2024 Q2	–	Sell	-7,405	Closed	-$149K	–	352
2024 Q1	$149K	Buy	+7,405	New	+$148K	0.11%	138
2023 Q4	–	Sell	-18,458	Closed	-$347K	–	115
2023 Q3	$347K	Buy	18,458 +26	+0.1%	+$497	0.38%	62
2023 Q2	$357K	Sell	18,432 -1,374	-7%	-$26.6K	0.38%	61
2023 Q1	$395K	Sell	19,806 -2,341	-11%	-$48.1K	0.44%	63
2022 Q4	$429K	Sell	22,147 -17,554	-44%	-$350K	0.49%	60
2022 Q3	$842K	Sell	39,701 -978	-2%	-$21.1K	0.97%	35
2022 Q2	$956K	Hold	40,679	–	–	0.93%	37
2022 Q1	$956K	Sell	40,679 -3,274	-7%	-$78.4K	0.79%	37
2021 Q4	$1.13M	Buy	43,953 +12	+0%	+$307	0.9%	28
2021 Q3	$1.15M	Hold	43,941	–	–	1.18%	27
2021 Q2	$1.15M	Buy	43,941 +418	+1%	+$10.8K	1.18%	27
2021 Q1	$1.11M	Buy	43,523 +2,618	+6%	+$66.4K	1.28%	23
2020 Q4	$1.05M	Buy	+40,905	New	+$1.04M	1.22%	23

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Future Financial Wealth Management's PFFD Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 1,305 shares — an estimated $25.4K sold.

Future Financial Wealth Management first reported a position in PFFD in Q4 2020 and held it in 18 quarters. The position peaked at $1.15M in Q3 2021. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

Future Financial Wealth Management reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,305 Global X US Preferred ETF shares in Q4 2025, an estimated $25.4K.
Future Financial Wealth Management first reported a position in Global X US Preferred ETF in Q4 2020 and held it in 18 quarters.
Future Financial Wealth Management's Global X US Preferred ETF position peaked at $1.15M in Q3 2021.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.