MCM
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MAI Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

MAI Capital 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 		$13.2M Buy
719,883
+32,437
+5% +$620K 0.08% 238
2025
Q4 		$13M Buy
687,446
+55,752
+9% +$1.07M 0.08% 224
2025
Q3 		$12.3M Buy
631,694
+329,736
+109% +$6.37M 0.08% 219
2025
Q2 		$5.69M Sell
301,958
-38,574
-11% -$719K 0.04% 313
2025
Q1 		$6.48M Buy
340,532
+119,082
+54% +$2.34M 0.05% 286
2024
Q4 		$4.32M Buy
+221,450
New +$4.51M 0.03% 345
2022
Q3 		– Sell
-430,524
Closed -$9.13M – 1017
2022
Q2 		$9.13M Buy
430,524
+21,541
+5% +$467K 0.18% 116
2022
Q1 		$9.61M Sell
408,983
-144,968
-26% -$3.47M 0.16% 124
2021
Q4 		$14.3M Buy
+553,951
New +$14.2M 0.23% 98

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 $376B 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 $501B 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 $25.5B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return