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PFFD icon

NBC Securities’s Global X US Preferred ETF PFFD Stock Holding History

NBC Securities’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 		$201K Sell
10,933
-1,389
-11% -$26.6K 0.02% 831
2025
Q4 		$233K Buy
12,322
+3,698
+43% +$70.7K 0.02% 787
2025
Q3 		$168K Sell
8,624
-2,320
-21% -$44.8K 0.01% 902
2025
Q2 		$206K Sell
10,944
-1,549
-12% -$28.9K 0.02% 819
2025
Q1 		$237K Buy
12,493
+12,471
+56,686% +$245K 0.02% 714
2024
Q4 		$439 Sell
22
-22,205
-100% -$452K 0.04% 491
2024
Q3 		$461K Buy
22,227
+3,787
+21% +$76.2K 0.04% 493
2024
Q2 		$362K Sell
18,440
-2
-0% -$39 0.03% 548
2024
Q1 		$371K Buy
18,442
+6,278
+52% +$125K 0.03% 530
2023
Q4 		$235K Buy
12,164
+7,392
+155% +$138K 0.02% 668
2023
Q3 		$89K Buy
+4,772
New +$91.2K 0.01% 970

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