Plimoth Trust’s Global X US Preferred ETF PFFD Stock Holding History

Plimoth Trust’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
2026 Q1	$1.28M	Buy	69,538 +1,204	+2%	+$23K	0.29%	82
2025 Q4	$1.29M	Sell	68,334 -111	-0.2%	-$2.12K	0.29%	79
2025 Q3	$1.33M	Buy	68,445 +3,240	+5%	+$62.6K	0.3%	78
2025 Q2	$1.23M	Buy	65,205 +2,430	+4%	+$45.3K	0.29%	81
2025 Q1	$1.2M	Sell	62,775 -6,349	-9%	-$125K	0.31%	84
2024 Q4	$1.35M	Sell	69,124 -2,788	-4%	-$56.8K	0.35%	73
2024 Q3	$1.49M	Sell	71,912 -2,213	-3%	-$44.5K	0.38%	73
2024 Q2	$1.46M	Sell	74,125 -3,537	-5%	-$69.4K	0.39%	70
2024 Q1	$1.57M	Sell	77,662 -369	-0.5%	-$7.36K	0.42%	70
2023 Q4	$1.51M	Sell	78,031 -31,462	-29%	-$586K	0.44%	70
2023 Q3	$2.06M	Buy	109,493 +524	+0.5%	+$10K	0.65%	55
2023 Q2	$2.11M	Sell	108,969 -3,626	-3%	-$70.3K	0.63%	56
2023 Q1	$2.24M	Buy	112,595 +5,230	+5%	+$108K	0.69%	53
2022 Q4	$2.08M	Sell	107,365 -3,811	-3%	-$76K	0.67%	56
2022 Q3	$2.28M	Sell	111,176 -7,861	-7%	-$170K	0.79%	42
2022 Q2	$2.52M	Sell	119,037 -4,874	-4%	-$106K	0.8%	41
2022 Q1	$2.91M	Buy	123,911 +3,159	+3%	+$75.6K	0.77%	43
2021 Q4	$3.11M	Buy	120,752 +2,690	+2%	+$68.9K	0.79%	43
2021 Q3	$3.04M	Buy	118,062 +13,464	+13%	+$350K	0.86%	38
2021 Q2	$2.74M	Buy	104,598 +38,796	+59%	+$999K	0.77%	46
2021 Q1	$1.68M	Buy	+65,802	New	+$1.67M	0.5%	65

Other funds holding PFFD

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

Bank of America

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

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

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

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

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

Envestnet Asset Management

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return