OPWM
PFFD icon

Oxinas Partners Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Oxinas Partners Wealth Management’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
Q3 		– Sell
-10,653
Closed -$201K – 129
2025
Q2 		$201K Sell
10,653
-1,149
-10% -$21.4K 0.1% 122
2025
Q1 		$225K Sell
11,802
-2,719
-19% -$53.4K 0.13% 114
2024
Q4 		$283K Sell
14,521
-3,387
-19% -$69K 0.17% 98
2024
Q3 		$372K Sell
17,908
-540
-3% -$10.9K 0.23% 83
2024
Q2 		$363K Sell
18,448
-1,545
-8% -$30.3K 0.24% 82
2024
Q1 		$403K Buy
19,993
+299
+2% +$5.96K 0.26% 74
2023
Q4 		$382K Buy
19,694
+232
+1% +$4.32K 0.27% 77
2023
Q3 		$366K Sell
19,462
-6,446
-25% -$123K 0.27% 71
2023
Q2 		$502K Sell
25,908
-220
-0.8% -$4.26K 0.33% 64
2023
Q1 		$519K Sell
26,128
-776
-3% -$16K 0.37% 61
2022
Q4 		$521K Buy
26,904
+2,465
+10% +$49.2K 0.44% 53
2022
Q3 		$501K Buy
24,439
+288
+1% +$6.23K 0.41% 55
2022
Q2 		$512K Sell
24,151
-13,972
-37% -$303K 0.39% 54
2022
Q1 		$896K Sell
38,123
-340,131
-90% -$8.14M 0.56% 45
2021
Q4 		$9.74M Buy
378,254
+5,855
+2% +$150K 5.56% 1
2021
Q3 		$9.59M Buy
372,399
+191,512
+106% +$4.98M 5.58% 1
2021
Q2 		$4.73M Buy
180,887
+7,106
+4% +$183K 2.71% 8
2021
Q1 		$4.43M Buy
+173,781
New +$4.41M 2.82% 7

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Oxinas Partners Wealth Management's PFFD Position: Q3 2025 in Review

Oxinas Partners Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 10,653 shares — an estimated $201K sold.

Oxinas Partners Wealth Management first reported a position in PFFD in Q1 2021 and held it in 18 quarters. The position peaked at $9.74M in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

  • Oxinas Partners Wealth Management reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 10,653 Global X US Preferred ETF shares in Q3 2025, an estimated $201K.
  • Oxinas Partners Wealth Management first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 18 quarters.
  • Oxinas Partners Wealth Management's Global X US Preferred ETF position peaked at $9.74M in Q4 2021.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.