Iron Horse Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Iron Horse Wealth Management’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 Q2	$5.74M	Buy	304,662 +4,523	+2%	+$84.3K	1.69%	16
2025 Q1	$5.71M	Sell	300,139 -143,151	-32%	-$2.81M	1.83%	16
2024 Q4	$8.65M	Buy	443,290 +18,196	+4%	+$371K	2.9%	15
2024 Q3	$8.83M	Buy	425,094 +23,407	+6%	+$471K	3.02%	15
2024 Q2	$7.91M	Buy	401,687 +16,771	+4%	+$329K	3.02%	15
2024 Q1	$7.76M	Buy	384,916 +20,504	+6%	+$409K	3.07%	15
2023 Q4	$7.07M	Buy	364,412 +15,449	+4%	+$288K	3.09%	15
2023 Q3	$6.56M	Sell	348,963 -510	-0.1%	-$9.75K	3.22%	15
2023 Q2	$6.78M	Buy	349,473 +18,646	+6%	+$361K	3.33%	13
2023 Q1	$6.57M	Buy	330,827 +17,877	+6%	+$368K	3.28%	14
2022 Q4	$6.06M	Buy	312,950 +188,299	+151%	+$3.76M	3.27%	14
2022 Q3	$2.56M	Sell	124,651 -212,531	-63%	-$4.6M	3.69%	12
2022 Q2	$7.15M	Buy	337,182 +30,483	+10%	+$661K	4.07%	12
2022 Q1	$7.21M	Buy	306,699 +28,935	+10%	+$693K	3.96%	12
2021 Q4	$7.16M	Buy	277,764 +2,516	+0.9%	+$64.5K	4.02%	11
2021 Q3	$7.09M	Buy	275,248 +24,398	+10%	+$634K	4.4%	10
2021 Q2	$6.57M	Buy	250,850 +22,606	+10%	+$582K	4.33%	10
2021 Q1	$5.82M	Buy	228,244 +15,103	+7%	+$383K	4.36%	8
2020 Q4	$5.5M	Buy	+213,141	New	+$5.4M	4.4%	8

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Iron Horse Wealth Management's PFFD Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Global X US Preferred ETF (PFFD) stake by 1.5% in Q2 2025, buying an estimated $84.3K and bringing the position to 304,662 shares worth $5.74M. The position accounts for 1.69% of the portfolio, ranked #16.

Iron Horse Wealth Management first reported a position in PFFD in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.83M in Q3 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

Iron Horse Wealth Management held 304,662 shares of Global X US Preferred ETF worth $5.74M as of Q2 2025.
Iron Horse Wealth Management bought 4,523 Global X US Preferred ETF shares in Q2 2025, an estimated $84.3K.
Global X US Preferred ETF made up 1.69% of Iron Horse Wealth Management's portfolio in Q2 2025, its #16 holding.
Iron Horse Wealth Management first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Global X US Preferred ETF position peaked at $8.83M in Q3 2024.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.