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MLA
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
Shares
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
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$32.7B AUM
19.2%
1-Year Est. Return
FSC
Full Sail Capital
Oklahoma City, Oklahoma
$1.81B AUM
10.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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