Janney Montgomery Scott
PFFD icon

Janney Montgomery Scott’s Global X US Preferred ETF PFFD Stock Holding History

Janney Montgomery Scott’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 		$2.01M Buy
109,350
+43,211
+65% +$826K 0.01% 1280
2025
Q4 		$1.25M Buy
66,139
+2,791
+4% +$53.4K ﹤0.01% 1607
2025
Q3 		$1.23M Buy
63,348
+15,152
+31% +$293K ﹤0.01% 1576
2025
Q2 		$908K Sell
48,196
-1,532
-3% -$28.5K ﹤0.01% 1643
2025
Q1 		$947K Buy
49,728
+16,804
+51% +$330K ﹤0.01% 1579
2024
Q4 		$642K Buy
32,924
+13,579
+70% +$277K ﹤0.01% 1839
2024
Q3 		$402K Buy
+19,345
New +$389K ﹤0.01% 2113
2024
Q2 		– Sell
-17,086
Closed -$344K – 2765
2024
Q1 		$344K Sell
17,086
-153
-0.9% -$3.05K ﹤0.01% 2246
2023
Q4 		$334K Buy
17,239
+902
+6% +$16.8K ﹤0.01% 2152
2023
Q3 		$307K Hold
16,337
– – ﹤0.01% 2121
2023
Q2 		$317K Buy
16,337
+485
+3% +$9.4K ﹤0.01% 2191
2023
Q1 		$315K Buy
15,852
+3,561
+29% +$73.2K ﹤0.01% 2017
2022
Q4 		$238K Buy
12,291
+1,225
+11% +$24.4K ﹤0.01% 2269
2022
Q3 		$227K Buy
+11,066
New +$239K ﹤0.01% 2200
2022
Q2 		– Sell
-12,347
Closed -$290K – 2408
2022
Q1 		$290K Buy
12,347
+2,639
+27% +$63.2K ﹤0.01% 1905
2021
Q4 		$250K Buy
+9,708
New +$249K ﹤0.01% 2114
2021
Q1 		– Sell
-32,256
Closed -$832K – 2339
2020
Q4 		$832K Sell
32,256
-187
-0.6% -$4.73K ﹤0.01% 1271
2020
Q3 		$803K Sell
32,443
-74
-0.2% -$1.81K ﹤0.01% 1190
2020
Q2 		$764K Buy
+32,517
New +$757K ﹤0.01% 1176

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 $376B 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 $501B 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 $25.5B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return