GRP
PFFD icon

Global Retirement Partners’s Global X US Preferred ETF PFFD Stock Holding History

Global Retirement Partners’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 		$2.52M Sell
133,059
-15,653
-11% -$299K 0.04% 369
2025
Q3 		$2.89M Sell
148,712
-5,037
-3% -$97.3K 0.06% 272
2025
Q2 		$2.9M Buy
+153,749
New +$2.87M 0.07% 247
2024
Q4 		$456K Sell
23,358
-2,339
-9% -$47.6K 0.01% 662
2024
Q3 		$534K Sell
25,697
-11,605
-31% -$234K 0.02% 617
2024
Q2 		$734K Buy
37,302
+8,281
+29% +$163K 0.02% 507
2024
Q1 		$585K Sell
29,021
-975
-3% -$19.4K 0.02% 492
2023
Q4 		$588K Buy
29,996
+29,349
+4,536% +$546K 0.02% 454
2023
Q3 		$11.7K Hold
647
– – ﹤0.01% 1889
2023
Q2 		$12.5K Sell
647
-341
-35% -$6.61K ﹤0.01% 1878
2023
Q1 		$18.7K Buy
988
+99
+11% +$2.04K ﹤0.01% 1663
2022
Q4 		$17.2K Hold
889
– – ﹤0.01% 1541
2022
Q3 		$17K Buy
889
+646
+266% +$14K ﹤0.01% 1468
2022
Q2 		$5K Sell
243
-200
-45% -$4.34K ﹤0.01% 1906
2022
Q1 		$9K Buy
+443
New +$10.6K ﹤0.01% 1674
2021
Q4 		– Sell
-1,897
Closed -$49K – 1337
2021
Q3 		$49K Buy
1,897
+9
+0.5% +$234 ﹤0.01% 862
2021
Q2 		$49K Buy
1,888
+9
+0.5% +$232 0.01% 857
2021
Q1 		$48K Buy
1,879
+13
+0.7% +$330 0.01% 813
2020
Q4 		$48K Buy
1,866
+635
+52% +$16.1K 0.01% 736
2020
Q3 		$30K Sell
1,231
-128
-9% -$3.14K ﹤0.01% 787
2020
Q2 		$32K Buy
1,359
+154
+13% +$3.59K 0.01% 756
2020
Q1 		$26K Sell
1,205
-1,858
-61% -$44.8K ﹤0.01% 730
2019
Q4 		$77K Sell
3,063
-40
-1% -$998 0.01% 544
2019
Q3 		$78K Buy
+3,103
New +$77K 0.01% 525

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Global Retirement Partners's PFFD Position: Q4 2025 in Review

Global Retirement Partners reduced its Global X US Preferred ETF (PFFD) stake by 11% in Q4 2025, selling an estimated $299K and leaving 133,059 shares worth $2.52M. The position accounts for 0.04% of the portfolio, ranked #369.

Global Retirement Partners first reported a position in PFFD in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.9M in Q2 2025. 282 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

  • Global Retirement Partners held 133,059 shares of Global X US Preferred ETF worth $2.52M as of Q4 2025.
  • Global Retirement Partners sold 15,653 Global X US Preferred ETF shares in Q4 2025, an estimated $299K.
  • Global X US Preferred ETF made up 0.04% of Global Retirement Partners's portfolio in Q4 2025, its #369 holding.
  • Global Retirement Partners first reported a position in Global X US Preferred ETF in Q3 2019 and has held it in 24 quarters since.
  • Global Retirement Partners's Global X US Preferred ETF position peaked at $2.9M in Q2 2025.
  • 282 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.