Nemes Rush Group’s Global X US Preferred ETF PFFD Stock Holding History

Nemes Rush Group’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	$2.53K	Buy	137 +2	+1%	+$38	﹤0.01%	715
2025 Q4	$2.56K	Buy	135 +2	+2%	+$38	﹤0.01%	700
2025 Q3	$2.58K	Buy	133 +2	+2%	+$39	﹤0.01%	586
2025 Q2	$2.47K	Buy	131 +2	+2%	+$37	﹤0.01%	589
2025 Q1	$2.45K	Buy	129 +2	+2%	+$39	﹤0.01%	595
2024 Q4	$2.48K	Buy	127 +2	+2%	+$41	﹤0.01%	596
2024 Q3	$2.52K	Hold	125	–	–	﹤0.01%	501
2024 Q2	$2.46K	Hold	125	–	–	﹤0.01%	505
2024 Q1	$2.52K	Hold	125	–	–	﹤0.01%	547
2023 Q4	$2.42K	Hold	125	–	–	﹤0.01%	541
2023 Q3	$2.35K	Hold	125	–	–	﹤0.01%	527
2023 Q2	$2.42K	Buy	+125	New	+$2.42K	﹤0.01%	549

Other funds holding PFFD

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

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