KFGK
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Keystone Financial Group (Kentucky)’s Global X US Preferred ETF PFFD Stock Holding History

Keystone Financial Group (Kentucky)’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 		$222K Buy
12,042
+6
+0% +$115 0.02% 466
2025
Q4 		$228K Buy
12,036
+186
+2% +$3.56K 0.02% 408
2025
Q3 		$230K Buy
11,850
+250
+2% +$4.83K 0.02% 378
2025
Q2 		$218K Hold
11,600
– – 0.02% 381
2025
Q1 		$221K Hold
11,600
– – 0.02% 354
2024
Q4 		$226K Sell
11,600
-75
-0.6% -$1.53K 0.02% 347
2024
Q3 		$243K Buy
+11,675
New +$235K 0.03% 315
2024
Q2 		– Sell
-11,675
Closed -$235K – 260
2024
Q1 		$235K Hold
11,675
– – 0.03% 299
2023
Q4 		$226K Hold
11,675
– – 0.04% 263
2023
Q3 		$220K Sell
11,675
-2,125
-15% -$40.6K 0.04% 266
2023
Q2 		$268K Buy
+13,800
New +$267K 0.05% 234
2022
Q4 		$267K Hold
13,800
– – 0.05% 221
2022
Q3 		$283K Sell
13,800
-780
-5% -$16.9K 0.06% 209
2022
Q2 		$309K Hold
14,580
– – 0.06% 204
2022
Q1 		$343K Buy
+14,580
New +$349K 0.06% 205

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