Ignite Planners’s Global X US Preferred ETF PFFD Stock Holding History

Ignite Planners’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	-10,368	Closed	-$201K	–	422
2025 Q3	$201K	Sell	10,368 -2,192	-17%	-$42.3K	0.03%	362
2025 Q2	$240K	Buy	12,560 +211	+2%	+$3.93K	0.04%	313
2025 Q1	$230K	Sell	12,349 -3,477	-22%	-$68.3K	0.05%	301
2024 Q4	$316K	Sell	15,826 -3,227	-17%	-$65.7K	0.07%	227
2024 Q3	$396K	Sell	19,053 -15,405	-45%	-$310K	0.09%	192
2024 Q2	$682K	Sell	34,458 -778	-2%	-$15.3K	0.17%	127
2024 Q1	$712K	Sell	35,236 -13,227	-27%	-$264K	0.2%	117
2023 Q4	$941K	Sell	48,463 -52,900	-52%	-$985K	0.28%	91
2023 Q3	$1.82M	Buy	+101,363	New	+$1.94M	0.56%	42

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

Ignite Planners's PFFD Position: Q4 2025 in Review

Ignite Planners sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 10,368 shares — an estimated $201K sold.

Ignite Planners first reported a position in PFFD in Q3 2023 and held it in 9 quarters. The position peaked at $1.82M in Q3 2023. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

Ignite Planners reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
Ignite Planners sold 10,368 Global X US Preferred ETF shares in Q4 2025, an estimated $201K.
Ignite Planners first reported a position in Global X US Preferred ETF in Q3 2023 and held it in 9 quarters.
Ignite Planners's Global X US Preferred ETF position peaked at $1.82M in Q3 2023.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Ignite Planners's 13F filing for Q4 2025, filed 6 Feb 2026.