Oppenheimer & Co’s Global X US Preferred ETF PFFD Stock Holding History

Oppenheimer & Co’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 Q2	–	Sell	-20,781	Closed	-$396K	–	1673
2025 Q1	$396K	Sell	20,781 -25,494	-55%	-$501K	0.01%	1161
2024 Q4	$903K	Buy	+46,275	New	+$943K	0.01%	827

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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

GXJ

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

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Oppenheimer & Co's PFFD Position: Q2 2025 in Review

Oppenheimer & Co sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 20,781 shares — an estimated $396K sold.

Oppenheimer & Co first reported a position in PFFD in Q4 2024 and held it in 2 quarters. The position peaked at $903K in Q4 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

Oppenheimer & Co reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
Oppenheimer & Co sold 20,781 Global X US Preferred ETF shares in Q2 2025, an estimated $396K.
Oppenheimer & Co first reported a position in Global X US Preferred ETF in Q4 2024 and held it in 2 quarters.
Oppenheimer & Co's Global X US Preferred ETF position peaked at $903K in Q4 2024.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Oppenheimer & Co's 13F filing for Q2 2025, filed 31 Jul 2025.