IP
PFFD icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return