NWF Advisory Services’s Global X US Preferred ETF PFFD Stock Holding History

NWF Advisory Services’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
2023 Q4	–	Sell	-10,600	Closed	-$199K	–	318
2023 Q3	$199K	Sell	10,600 -2,200	-17%	-$42.1K	0.05%	239
2023 Q2	$248K	Hold	12,800	–	–	0.06%	207
2023 Q1	$248K	Buy	+12,800	New	+$263K	0.06%	206

Other funds holding PFFD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

GXJ

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

NWF Advisory Services's PFFD Position: Q4 2023 in Review

NWF Advisory Services sold out of Global X US Preferred ETF (PFFD) in Q4 2023, closing a stake of 10,600 shares — an estimated $199K sold.

NWF Advisory Services first reported a position in PFFD in Q1 2023 and held it in 3 quarters. The position peaked at $248K in Q2 2023. 264 funds tracked by Wall St. Rank hold PFFD as of Q4 2023.

NWF Advisory Services reported no remaining Global X US Preferred ETF position as of Q4 2023 after selling out during the quarter.
NWF Advisory Services sold 10,600 Global X US Preferred ETF shares in Q4 2023, an estimated $199K.
NWF Advisory Services first reported a position in Global X US Preferred ETF in Q1 2023 and held it in 3 quarters.
NWF Advisory Services's Global X US Preferred ETF position peaked at $248K in Q2 2023.
264 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2023.

Based on NWF Advisory Services's 13F filing for Q4 2023, filed 8 Dec 2025.