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

Rialto 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 Q2	–	Sell	-1,566	Closed	-$29.8K	–	1751
2025 Q1	$29.8K	Hold	1,566	–	–	0.01%	303
2024 Q4	$30.6K	Buy	+1,566	New	+$31.9K	0.01%	300

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

Rialto Wealth Management's PFFD Position: Q2 2025 in Review

Rialto Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 1,566 shares — an estimated $29.8K sold.

Rialto Wealth Management first reported a position in PFFD in Q4 2024 and held it in 2 quarters. The position peaked at $30.6K in Q4 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

Rialto Wealth Management reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
Rialto Wealth Management sold 1,566 Global X US Preferred ETF shares in Q2 2025, an estimated $29.8K.
Rialto Wealth Management first reported a position in Global X US Preferred ETF in Q4 2024 and held it in 2 quarters.
Rialto Wealth Management's Global X US Preferred ETF position peaked at $30.6K in Q4 2024.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Rialto Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.