GVAG
PFFD icon

Great Valley Advisor Group’s Global X US Preferred ETF PFFD Stock Holding History

Great Valley Advisor 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
2026
Q1 		$2.23M Sell
120,946
-14,974
-11% -$286K 0.04% 353
2025
Q4 		$2.57M Sell
135,920
-8,265
-6% -$158K 0.05% 294
2025
Q3 		$2.8M Buy
144,185
+6,747
+5% +$130K 0.06% 273
2025
Q2 		$2.59M Buy
137,438
+17,936
+15% +$334K 0.06% 273
2025
Q1 		$2.28M Buy
119,502
+43,706
+58% +$858K 0.05% 290
2024
Q4 		$1.48M Buy
75,796
+5,640
+8% +$115K 0.03% 368
2024
Q3 		$1.46M Buy
70,156
+4,657
+7% +$93.7K 0.04% 362
2024
Q2 		$1.29M Buy
65,499
+4,485
+7% +$88K 0.04% 343
2024
Q1 		$1.23M Buy
+61,014
New +$1.22M 0.04% 337
2020
Q2 		– Sell
-45,509
Closed -$996K – 428
2020
Q1 		$996K Sell
45,509
-338
-0.7% -$8.14K 0.26% 116
2019
Q4 		$1.15M Buy
45,847
+4,160
+10% +$104K 0.26% 122
2019
Q3 		$1.05M Buy
41,687
+1,998
+5% +$49.6K 0.25% 122
2019
Q2 		$973K Buy
+39,689
New +$964K 0.24% 127

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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return