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Hickory Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Hickory Asset Management’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
Q2 		$639K Sell
33,958
-241
-0.7% -$4.49K 0.53% 44
2025
Q1 		$651K Buy
34,199
+249
+0.7% +$4.89K 0.58% 44
2024
Q4 		$662K Buy
+33,950
New +$692K 0.56% 41

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Hickory Asset Management's PFFD Position: Q2 2025 in Review

Hickory Asset Management reduced its Global X US Preferred ETF (PFFD) stake by 0.7% in Q2 2025, selling an estimated $4.49K and leaving 33,958 shares worth $639K. The position accounts for 0.53% of the portfolio, ranked #44.

Hickory Asset Management first reported a position in PFFD in Q4 2024 and has held it in 3 quarters since. The position peaked at $662K in Q4 2024. 289 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

  • Hickory Asset Management held 33,958 shares of Global X US Preferred ETF worth $639K as of Q2 2025.
  • Hickory Asset Management sold 241 Global X US Preferred ETF shares in Q2 2025, an estimated $4.49K.
  • Global X US Preferred ETF made up 0.53% of Hickory Asset Management's portfolio in Q2 2025, its #44 holding.
  • Hickory Asset Management first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 3 quarters since.
  • Hickory Asset Management's Global X US Preferred ETF position peaked at $662K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.