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

Perennial Investment 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
2025 Q2	–	Sell	-10,260	Closed	-$195K	–	493
2025 Q1	$195K	Sell	10,260 -208	-2%	-$4.08K	0.02%	417
2024 Q4	$204K	Sell	10,468 -1,553	-13%	-$31.6K	0.02%	383
2024 Q3	$250K	Buy	12,021 +881	+8%	+$17.7K	0.03%	319
2024 Q2	$219K	Sell	11,140 -143	-1%	-$2.81K	0.03%	332
2024 Q1	$227K	Buy	11,283 +957	+9%	+$19.1K	0.03%	300
2023 Q4	$200K	Buy	+10,326	New	+$192K	0.03%	311

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

Perennial Investment Advisors's PFFD Position: Q2 2025 in Review

Perennial Investment Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 10,260 shares — an estimated $195K sold.

Perennial Investment Advisors first reported a position in PFFD in Q4 2023 and held it in 6 quarters. The position peaked at $250K in Q3 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

Perennial Investment Advisors reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
Perennial Investment Advisors sold 10,260 Global X US Preferred ETF shares in Q2 2025, an estimated $195K.
Perennial Investment Advisors first reported a position in Global X US Preferred ETF in Q4 2023 and held it in 6 quarters.
Perennial Investment Advisors's Global X US Preferred ETF position peaked at $250K in Q3 2024.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Perennial Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.