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

NewEdge 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
2026 Q1	$1.38M	Sell	75,195 -10,208	-12%	-$195K	0.01%	1310
2025 Q4	$1.61M	Sell	85,403 -63,614	-43%	-$1.22M	0.01%	1185
2025 Q3	$2.9M	Buy	149,017 +58,779	+65%	+$1.14M	0.01%	833
2025 Q2	$1.7M	Buy	90,238 +7,671	+9%	+$143K	0.01%	1017
2025 Q1	$1.57M	Buy	82,567 +11,145	+16%	+$219K	0.01%	965
2024 Q4	$1.39M	Buy	71,422 +25,418	+55%	+$518K	0.01%	1000
2024 Q3	$956K	Sell	46,004 -23,762	-34%	-$478K	0.01%	1131
2024 Q2	$1.37M	Buy	69,766 +11,712	+20%	+$230K	0.01%	922
2024 Q1	$1.17M	Buy	58,054 +48,218	+490%	+$962K	0.01%	926
2023 Q4	$191K	Sell	9,836 -20,141	-67%	-$375K	﹤0.01%	1734
2023 Q3	$564K	Buy	29,977 +4,354	+17%	+$83.2K	0.01%	1116
2023 Q2	$497K	Buy	25,623 +22,628	+756%	+$439K	0.01%	1190
2023 Q1	$59.5K	Sell	2,995 -17,555	-85%	-$361K	﹤0.01%	1925
2022 Q4	$164K	Buy	+20,550	New	+$410K	﹤0.01%	1249
2022 Q2	–	Sell	-11,428	Closed	-$269K	–	1603
2022 Q1	$269K	Buy	+11,428	New	+$274K	﹤0.01%	970

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