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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $25.5B 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 $38B AUM 19.66% 1-Year Est. Return