Howard Bailey Securities’s Global X US Preferred ETF PFFD Stock Holding History

Howard Bailey Securities’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	–	Sell	-18,205	Closed	-$354K	–	156
2025 Q3	$354K	Buy	18,205 +558	+3%	+$10.8K	0.1%	96
2025 Q2	$332K	Buy	17,647 +836	+5%	+$15.6K	0.1%	102
2025 Q1	$320K	Buy	16,811 +3,651	+28%	+$71.7K	0.11%	105
2024 Q4	$257K	Buy	13,160 +410	+3%	+$8.35K	0.1%	139
2024 Q3	$265K	Buy	+12,750	New	+$257K	0.1%	134

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 22.96% 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

Howard Bailey Securities's PFFD Position: Q4 2025 in Review

Howard Bailey Securities sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 18,205 shares — an estimated $354K sold.

Howard Bailey Securities first reported a position in PFFD in Q3 2024 and held it in 5 quarters. The position peaked at $354K in Q3 2025. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

Howard Bailey Securities reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
Howard Bailey Securities sold 18,205 Global X US Preferred ETF shares in Q4 2025, an estimated $354K.
Howard Bailey Securities first reported a position in Global X US Preferred ETF in Q3 2024 and held it in 5 quarters.
Howard Bailey Securities's Global X US Preferred ETF position peaked at $354K in Q3 2025.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Howard Bailey Securities's 13F filing for Q4 2025, filed 11 Feb 2026.