NMG
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New Millennium Group’s Global X US Preferred ETF PFFD Stock Holding History

New Millennium 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
2025
Q4 		$13K Sell
687
-198
-22% -$3.79K 0.01% 188
2025
Q3 		$17.2K Sell
885
-363
-29% -$7.01K 0.01% 184
2025
Q2 		$23.5K Sell
1,248
-142
-10% -$2.65K 0.01% 140
2025
Q1 		$26.5K Sell
1,390
-409
-23% -$8.03K 0.02% 132
2024
Q4 		$35.1K Sell
1,799
-6
-0.3% -$122 0.02% 115
2024
Q3 		$37.5K Sell
1,805
-793
-31% -$16K 0.02% 106
2024
Q2 		$51.1K Buy
+2,598
New +$51K 0.03% 96
2024
Q1 		– Sell
-4,311
Closed -$83.6K – 303
2023
Q4 		$83.6K Sell
4,311
-141,446
-97% -$2.63M 0.07% 81
2023
Q3 		$2.74M Sell
145,757
-25,479
-15% -$487K 2.51% 12
2023
Q2 		$3.32M Sell
171,236
-51,309
-23% -$995K 3.04% 10
2023
Q1 		$4.42M Sell
222,545
-11,166
-5% -$230K 4.44% 6
2022
Q4 		$4.53M Sell
233,711
-9,694
-4% -$193K 4.83% 4
2022
Q3 		$4.99M Sell
243,405
-20,860
-8% -$451K 5.5% 5
2022
Q2 		$5.61M Sell
264,265
-103,759
-28% -$2.25M 5.74% 5
2022
Q1 		$8.65M Buy
368,024
+22,239
+6% +$532K 6.21% 5
2021
Q4 		$8.91M Buy
+345,785
New +$8.86M 6.77% 5

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

New Millennium Group's PFFD Position: Q4 2025 in Review

New Millennium Group reduced its Global X US Preferred ETF (PFFD) stake by 22% in Q4 2025, selling an estimated $3.79K and leaving 687 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #188.

New Millennium Group first reported a position in PFFD in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.91M in Q4 2021. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

  • New Millennium Group held 687 shares of Global X US Preferred ETF worth $13K as of Q4 2025.
  • New Millennium Group sold 198 Global X US Preferred ETF shares in Q4 2025, an estimated $3.79K.
  • Global X US Preferred ETF made up 0.01% of New Millennium Group's portfolio in Q4 2025, its #188 holding.
  • New Millennium Group first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 16 quarters since.
  • New Millennium Group's Global X US Preferred ETF position peaked at $8.91M in Q4 2021.
  • 284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.