Intrepid Financial Planning Group’s Global X US Preferred ETF PFFD Stock Holding History

Intrepid Financial Planning Group’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 Q3	–	Sell	-34,636	Closed	-$652K	–	131
2025 Q2	$652K	Sell	34,636 -132	-0.4%	-$2.46K	0.27%	61
2025 Q1	$662K	Sell	34,768 -1,937	-5%	-$38K	0.31%	60
2024 Q4	$716K	Buy	36,705 +6,470	+21%	+$132K	0.3%	58
2024 Q3	$628K	Buy	30,235 +590	+2%	+$11.9K	0.27%	60
2024 Q2	$583K	Buy	29,645 +735	+3%	+$14.4K	0.25%	62
2024 Q1	$583K	Buy	+28,910	New	+$577K	0.25%	63

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Intrepid Financial Planning Group's PFFD Position: Q3 2025 in Review

Intrepid Financial Planning Group sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 34,636 shares — an estimated $652K sold.

Intrepid Financial Planning Group first reported a position in PFFD in Q1 2024 and held it in 6 quarters. The position peaked at $716K in Q4 2024. 280 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

Intrepid Financial Planning Group reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
Intrepid Financial Planning Group sold 34,636 Global X US Preferred ETF shares in Q3 2025, an estimated $652K.
Intrepid Financial Planning Group first reported a position in Global X US Preferred ETF in Q1 2024 and held it in 6 quarters.
Intrepid Financial Planning Group's Global X US Preferred ETF position peaked at $716K in Q4 2024.
280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2025, filed 13 Nov 2025.