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My Legacy Advisors’s Global X US Preferred ETF PFFD Stock Holding History

My Legacy 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
2025
Q2 		– Sell
-11,754
Closed -$224K – 220
2025
Q1 		$224K Sell
11,754
-76
-0.6% -$1.49K 0.09% 199
2024
Q4 		$234K Sell
11,830
-98
-0.8% -$2K 0.09% 191
2024
Q3 		$248K Sell
11,928
-18,881
-61% -$380K 0.1% 183
2024
Q2 		$606K Sell
30,809
-2,048
-6% -$40.2K 0.19% 136
2024
Q1 		$662K Sell
32,857
-2,849
-8% -$56.8K 0.22% 129
2023
Q4 		$700K Sell
35,706
-924
-3% -$17.2K 0.25% 120
2023
Q3 		$641K Buy
36,630
+2,899
+9% +$55.4K 0.26% 118
2023
Q2 		$655K Buy
33,731
+926
+3% +$17.9K 0.26% 129
2023
Q1 		$647K Buy
32,805
+1,089
+3% +$22.4K 0.28% 127
2022
Q4 		$681K Sell
31,716
-3,754
-11% -$74.9K 0.29% 129
2022
Q3 		$695K Sell
35,470
-626
-2% -$13.5K 0.35% 105
2022
Q2 		$777K Buy
36,096
+21,288
+144% +$461K 0.39% 87
2022
Q1 		$348K Buy
+14,808
New +$354K 0.16% 152

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

My Legacy Advisors's PFFD Position: Q2 2025 in Review

My Legacy Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 11,754 shares — an estimated $224K sold.

My Legacy Advisors first reported a position in PFFD in Q1 2022 and held it in 13 quarters. The position peaked at $777K in Q2 2022. 289 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

  • My Legacy Advisors reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • My Legacy Advisors sold 11,754 Global X US Preferred ETF shares in Q2 2025, an estimated $224K.
  • My Legacy Advisors first reported a position in Global X US Preferred ETF in Q1 2022 and held it in 13 quarters.
  • My Legacy Advisors's Global X US Preferred ETF position peaked at $777K in Q2 2022.
  • 289 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.