GPS Wealth Strategies Group’s Global X US Preferred ETF PFFD Stock Holding History

GPS Wealth Strategies Group’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	$4.35K	Sell	230 -4,501	-95%	-$86.1K	﹤0.01%	480
2025 Q3	$91.9K	Sell	4,731 -46	-1%	-$889	0.01%	518
2025 Q2	$90K	Sell	4,777 -439	-8%	-$8.18K	0.01%	486
2025 Q1	$99.3K	Sell	5,216 -801	-13%	-$15.7K	0.01%	453
2024 Q4	$117K	Buy	6,017 +1,269	+27%	+$25.9K	0.02%	393
2024 Q3	$98.7K	Buy	4,748 +11	+0.2%	+$221	0.01%	434
2024 Q2	$93.2K	Buy	4,737 +245	+5%	+$4.81K	0.01%	407
2024 Q1	$90.6K	Buy	4,492 +2,796	+165%	+$55.8K	0.01%	403
2023 Q4	$32.9K	Buy	+1,696	New	+$31.6K	0.01%	591

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

GPS Wealth Strategies Group's PFFD Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Global X US Preferred ETF (PFFD) stake by 95% in Q4 2025, selling an estimated $86.1K and leaving 230 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

GPS Wealth Strategies Group first reported a position in PFFD in Q4 2023 and has held it in 9 quarters since. The position peaked at $117K in Q4 2024. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

GPS Wealth Strategies Group held 230 shares of Global X US Preferred ETF worth $4.35K as of Q4 2025.
GPS Wealth Strategies Group sold 4,501 Global X US Preferred ETF shares in Q4 2025, an estimated $86.1K.
Global X US Preferred ETF made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #480 holding.
GPS Wealth Strategies Group first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 9 quarters since.
GPS Wealth Strategies Group's Global X US Preferred ETF position peaked at $117K in Q4 2024.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.