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PFFD icon

Larson Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

Larson Financial Group’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 		$189K Buy
10,255
+99
+1% +$1.89K 0.01% 740
2025
Q4 		$192K Buy
10,156
+97
+1% +$1.85K 0.01% 705
2025
Q3 		$195K Buy
10,059
+80
+0.8% +$1.54K 0.01% 701
2025
Q2 		$188K Buy
9,979
+98
+1% +$1.83K 0.01% 670
2025
Q1 		$188K Buy
9,881
+92
+0.9% +$1.81K 0.01% 635
2024
Q4 		$191K Sell
9,789
-669
-6% -$13.6K 0.01% 575
2024
Q3 		$217K Buy
10,458
+2,359
+29% +$47.5K 0.01% 556
2024
Q2 		$159K Buy
+8,099
New +$159K 0.01% 534
2022
Q1 		– Sell
-28,093
Closed -$724K – 1135
2021
Q4 		$724K Buy
+28,093
New +$720K 0.11% 90

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