REAP Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

REAP Financial Group’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	$1.51K	Hold	82	–	–	﹤0.01%	486
2025 Q4	$1.55K	Hold	82	–	–	﹤0.01%	494
2025 Q3	$1.59K	Buy	82 +9	+12%	+$174	﹤0.01%	462
2025 Q2	$1.38K	Hold	73	–	–	﹤0.01%	456
2025 Q1	$1.39K	Buy	73 +3	+4%	+$59	﹤0.01%	488
2024 Q4	$1.37K	Sell	70 -6	-8%	-$122	﹤0.01%	524
2024 Q3	$1.58K	Buy	76 +3	+4%	+$60	﹤0.01%	533
2024 Q2	$1.44K	Hold	73	–	–	﹤0.01%	487
2024 Q1	$1.47K	Sell	73 -117	-62%	-$2.33K	﹤0.01%	518
2023 Q4	$3.69K	Buy	+190	New	+$3.54K	﹤0.01%	504

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 $376B 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 $501B 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 $25.5B AUM 19.2% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

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