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IFG Advisory’s Global X US Preferred ETF PFFD Stock Holding History

IFG Advisory’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
-22,444
Closed -$438K – 714
2024
Q4 		$438K Buy
22,444
+1,675
+8% +$34.1K 0.02% 447
2024
Q3 		$432K Buy
20,769
+3,236
+18% +$65.1K 0.03% 344
2024
Q2 		$345K Buy
17,533
+1,171
+7% +$23K 0.02% 478
2024
Q1 		$330K Sell
16,362
-323
-2% -$6.44K 0.02% 338
2023
Q4 		$324K Buy
+16,685
New +$311K 0.02% 464

Other funds holding PFFD

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 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 $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $152M AUM 0.51% 1-Year Est. Return

IFG Advisory's PFFD Position: Q1 2025 in Review

IFG Advisory sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 22,444 shares — an estimated $438K sold.

IFG Advisory first reported a position in PFFD in Q4 2023 and held it in 5 quarters. The position peaked at $438K in Q4 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

  • IFG Advisory reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • IFG Advisory sold 22,444 Global X US Preferred ETF shares in Q1 2025, an estimated $438K.
  • IFG Advisory first reported a position in Global X US Preferred ETF in Q4 2023 and held it in 5 quarters.
  • IFG Advisory's Global X US Preferred ETF position peaked at $438K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on IFG Advisory's 13F filing for Q1 2025, filed 8 May 2025.