J.W. Cole Advisors’s Global X US Preferred ETF PFFD Stock Holding History

J.W. Cole 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
2025 Q2	–	Sell	-10,832	Closed	-$206K	–	1482
2025 Q1	$206K	Buy	+10,832	New	+$213K	0.01%	1145
2024 Q2	–	Sell	-10,090	Closed	-$203K	–	931
2024 Q1	$203K	Sell	10,090 -93	-0.9%	-$1.85K	0.01%	831
2023 Q4	$198K	Sell	10,183 -1,188	-10%	-$22.1K	0.01%	766
2023 Q3	$214K	Buy	11,371 +473	+4%	+$9.04K	0.02%	665
2023 Q2	$211K	Buy	+10,898	New	+$211K	0.02%	693
2022 Q2	–	Sell	-19,359	Closed	-$455K	–	785
2022 Q1	$455K	Buy	19,359 +175	+0.9%	+$4.19K	0.03%	483
2021 Q4	$494K	Buy	+19,184	New	+$491K	0.03%	469
2021 Q3	–	Sell	-15,802	Closed	-$414K	–	667
2021 Q2	$414K	Buy	15,802 +2,203	+16%	+$56.7K	0.03%	483
2021 Q1	$347K	Sell	13,599 -1,559	-10%	-$39.5K	0.03%	475
2020 Q4	$391K	Buy	+15,158	New	+$384K	0.04%	401
2020 Q3	–	Sell	-11,337	Closed	-$266K	–	796
2020 Q2	$266K	Buy	+11,337	New	+$264K	0.04%	263
2020 Q1	–	Sell	-9,780	Closed	-$245K	–	386
2019 Q4	$245K	Buy	+9,780	New	+$244K	0.03%	470

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FSC

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

J.W. Cole Advisors's PFFD Position: Q2 2025 in Review

J.W. Cole Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 10,832 shares — an estimated $206K sold.

J.W. Cole Advisors first reported a position in PFFD in Q4 2019 and held it in 12 quarters. The position peaked at $494K in Q4 2021. 289 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

J.W. Cole Advisors reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
J.W. Cole Advisors sold 10,832 Global X US Preferred ETF shares in Q2 2025, an estimated $206K.
J.W. Cole Advisors first reported a position in Global X US Preferred ETF in Q4 2019 and held it in 12 quarters.
J.W. Cole Advisors's Global X US Preferred ETF position peaked at $494K in Q4 2021.
289 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on J.W. Cole Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.