Leicht Financial Planning & Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Leicht Financial Planning & Wealth Management’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	-212,644	Closed	-$4.05M	–	17
2025 Q1	$4.05M	Buy	212,644 +12,879	+6%	+$253K	2.12%	13
2024 Q4	$3.9M	Sell	199,765 -947	-0.5%	-$19.3K	1.99%	14
2024 Q3	$4.17M	Buy	200,712 +1,891	+1%	+$38.1K	2.1%	14
2024 Q2	$3.91M	Buy	198,821 +11,263	+6%	+$221K	2.08%	15
2024 Q1	$3.78M	Buy	187,558 +4,033	+2%	+$80.4K	2.07%	16
2023 Q4	$3.56M	Buy	+183,525	New	+$3.42M	2.04%	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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FSC

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

Leicht Financial Planning & Wealth Management's PFFD Position: Q2 2025 in Review

Leicht Financial Planning & Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 212,644 shares — an estimated $4.05M sold.

Leicht Financial Planning & Wealth Management first reported a position in PFFD in Q4 2023 and held it in 6 quarters. The position peaked at $4.17M in Q3 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

Leicht Financial Planning & Wealth Management reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 212,644 Global X US Preferred ETF shares in Q2 2025, an estimated $4.05M.
Leicht Financial Planning & Wealth Management first reported a position in Global X US Preferred ETF in Q4 2023 and held it in 6 quarters.
Leicht Financial Planning & Wealth Management's Global X US Preferred ETF position peaked at $4.17M in Q3 2024.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.