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Heck Capital Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Heck Capital Advisors’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
Q1 		– Sell
-2,445
Closed -$47.7K – 630
2024
Q4 		$47.7K Buy
+2,445
New +$49.8K ﹤0.01% 369

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Heck Capital Advisors's PFFD Position: Q1 2025 in Review

Heck Capital Advisors sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 2,445 shares — an estimated $47.7K sold.

Heck Capital Advisors first reported a position in PFFD in Q4 2024 and held it in 1 quarter. The position peaked at $47.7K in Q4 2024. 289 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

  • Heck Capital Advisors reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 2,445 Global X US Preferred ETF shares in Q1 2025, an estimated $47.7K.
  • Heck Capital Advisors first reported a position in Global X US Preferred ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Global X US Preferred ETF position peaked at $47.7K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.