KWB Wealth’s Global X US Preferred ETF PFFD Stock Holding History

KWB Wealth’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	-13,864	Closed	-$264K	–	154
2025 Q2	$264K	Sell	13,864 -370,269	-96%	-$6.9M	0.03%	132
2025 Q1	$7.49M	Sell	384,133 -28,182	-7%	-$553K	0.9%	26
2024 Q4	$8.57M	Sell	412,315 -9,332	-2%	-$190K	1.06%	23
2024 Q3	$8.3M	Buy	421,647 +10,254	+2%	+$206K	1.08%	21
2024 Q2	$8.29M	Sell	411,393 -9,021	-2%	-$177K	1.14%	20
2024 Q1	$8.48M	Sell	420,414 -11,411	-3%	-$228K	1.14%	20
2023 Q4	$8.38M	Sell	431,825 -18,455	-4%	-$343K	1.21%	19
2023 Q3	$8.73M	Sell	450,280 -5,255	-1%	-$100K	1.4%	16
2023 Q2	$8.83M	Buy	+455,535	New	+$8.83M	1.4%	16

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 $1.72B AUM 29.29% 1-Year Est. Return

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

KWB Wealth's PFFD Position: Q3 2025 in Review

KWB Wealth sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 13,864 shares — an estimated $264K sold.

KWB Wealth first reported a position in PFFD in Q2 2023 and held it in 9 quarters. The position peaked at $8.83M in Q2 2023. 280 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

KWB Wealth reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
KWB Wealth sold 13,864 Global X US Preferred ETF shares in Q3 2025, an estimated $264K.
KWB Wealth first reported a position in Global X US Preferred ETF in Q2 2023 and held it in 9 quarters.
KWB Wealth's Global X US Preferred ETF position peaked at $8.83M in Q2 2023.
280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on KWB Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.