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

Insigneo Advisory Services’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	-10,000	Closed	-$194K	–	819
2025 Q3	$194K	Buy	+10,000	New	+$193K	0.01%	640

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

Insigneo Advisory Services's PFFD Position: Q4 2025 in Review

Insigneo Advisory Services sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 10,000 shares — an estimated $194K sold.

Insigneo Advisory Services first reported a position in PFFD in Q3 2025 and held it in 1 quarter. The position peaked at $194K in Q3 2025. 282 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

Insigneo Advisory Services reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
Insigneo Advisory Services sold 10,000 Global X US Preferred ETF shares in Q4 2025, an estimated $194K.
Insigneo Advisory Services first reported a position in Global X US Preferred ETF in Q3 2025 and held it in 1 quarter.
Insigneo Advisory Services's Global X US Preferred ETF position peaked at $194K in Q3 2025.
282 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.