LAM
PFFD icon

Lewis Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Lewis Asset 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
2026
Q1 		$257K Sell
13,945
-142
-1% -$2.72K 0.1% 169
2025
Q4 		$266K Buy
14,087
+85
+0.6% +$1.63K 0.11% 156
2025
Q3 		$272K Sell
14,002
-841
-6% -$16.2K 0.11% 160
2025
Q2 		$279K Sell
14,843
-558
-4% -$10.4K 0.13% 148
2025
Q1 		$293K Sell
15,401
-274
-2% -$5.38K 0.24% 103
2024
Q4 		$306K Sell
15,675
-3
-0% -$61 0.23% 96
2024
Q3 		$326K Buy
15,678
+1,177
+8% +$23.7K 0.24% 100
2024
Q2 		$285K Buy
14,501
+919
+7% +$18K 0.22% 98
2024
Q1 		$274K Buy
13,582
+1,535
+13% +$30.6K 0.23% 98
2023
Q4 		$234K Buy
+12,047
New +$224K 0.21% 96

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