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PFFD icon

Millington Financial Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Millington Financial Advisors’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 		$421K Buy
22,095
+101
+0.5% +$1.93K 0.18% 80
2025
Q4 		$424K Sell
21,994
-4,110
-16% -$78.6K 0.19% 78
2025
Q3 		$503K Buy
26,104
+176
+0.7% +$3.4K 0.24% 71
2025
Q2 		$495K Buy
25,928
+3,818
+17% +$71.1K 0.25% 67
2025
Q1 		$401K Buy
22,110
+1,355
+7% +$26.6K 0.25% 65
2024
Q4 		$406K Buy
20,755
+3,796
+22% +$77.3K 0.24% 62
2024
Q3 		$352K Buy
16,959
+1,024
+6% +$20.6K 0.22% 64
2024
Q2 		$314K Sell
15,935
-466
-3% -$9.15K 0.22% 65
2024
Q1 		$331K Sell
16,401
-6
-0% -$120 0.24% 66
2023
Q4 		$318K Sell
16,407
-19
-0.1% -$354 0.25% 66
2023
Q3 		$309K Buy
16,426
+955
+6% +$18.3K 0.28% 59
2023
Q2 		$300K Sell
15,471
-1,420
-8% -$27.5K 0.27% 62
2023
Q1 		$335K Sell
16,891
-1,365
-7% -$28.1K 0.31% 56
2022
Q4 		$354K Buy
+18,256
New +$364K 0.35% 55

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