Modern Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Modern 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 Q3	–	Sell	-12,808	Closed	-$241K	–	831
2025 Q2	$241K	Sell	12,808 -544,786	-98%	-$10.2M	0.01%	682
2025 Q1	$10.6M	Sell	557,594 -20,624	-4%	-$405K	0.34%	71
2024 Q4	$11.3M	Buy	578,218 +257,461	+80%	+$5.24M	0.42%	59
2024 Q3	$6.67M	Buy	+320,757	New	+$6.46M	0.41%	48

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

Modern Wealth Management's PFFD Position: Q3 2025 in Review

Modern Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 12,808 shares — an estimated $241K sold.

Modern Wealth Management first reported a position in PFFD in Q3 2024 and held it in 4 quarters. The position peaked at $11.3M in Q4 2024. 280 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

Modern Wealth Management reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
Modern Wealth Management sold 12,808 Global X US Preferred ETF shares in Q3 2025, an estimated $241K.
Modern Wealth Management first reported a position in Global X US Preferred ETF in Q3 2024 and held it in 4 quarters.
Modern Wealth Management's Global X US Preferred ETF position peaked at $11.3M in Q4 2024.
280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.