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Inspire Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Inspire Advisors’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
2026
Q1 		$244K Sell
13,277
-1,580
-11% -$30.2K 0.02% 538
2025
Q4 		$281K Sell
14,857
-4,530
-23% -$86.6K 0.03% 417
2025
Q3 		$377K Sell
19,387
-12,640
-39% -$244K 0.04% 347
2025
Q2 		$603K Sell
32,027
-1,875
-6% -$34.9K 0.06% 256
2025
Q1 		$645K Buy
33,902
+3,219
+10% +$63.2K 0.07% 191
2024
Q4 		$599K Buy
30,683
+1,164
+4% +$23.7K 0.07% 206
2024
Q3 		$613K Buy
29,519
+6,576
+29% +$132K 0.07% 194
2024
Q2 		$452K Buy
+22,943
New +$450K 0.06% 233

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 $377B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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 $530B AUM 22.01% 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 $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return