North Capital’s Global X US Preferred ETF PFFD Stock Holding History

North Capital’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	–	Sell	-102	Closed	-$1.99K	–	522
2025 Q3	$1.99K	Buy	102 +2	+2%	+$39	﹤0.01%	518
2025 Q2	$1.88K	Buy	100 +2	+2%	+$37	﹤0.01%	518
2025 Q1	$1.87K	Buy	+98	New	+$1.92K	﹤0.01%	507

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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

North Capital's PFFD Position: Q4 2025 in Review

North Capital sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 102 shares — an estimated $1.99K sold.

North Capital first reported a position in PFFD in Q1 2025 and held it in 3 quarters. The position peaked at $1.99K in Q3 2025. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

North Capital reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
North Capital sold 102 Global X US Preferred ETF shares in Q4 2025, an estimated $1.99K.
North Capital first reported a position in Global X US Preferred ETF in Q1 2025 and held it in 3 quarters.
North Capital's Global X US Preferred ETF position peaked at $1.99K in Q3 2025.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.