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

Robertson Stephens 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
2026
Q1 		$2.8M Sell
152,418
-43,115
-22% -$825K 0.08% 172
2025
Q4 		$3.72M Sell
195,533
-12,589
-6% -$241K 0.1% 147
2025
Q3 		$4.04M Sell
208,122
-24,822
-11% -$480K 0.12% 122
2025
Q2 		$4.39M Buy
232,944
+15,674
+7% +$292K 0.15% 114
2025
Q1 		$4.14M Sell
217,270
-8,130
-4% -$160K 0.15% 121
2024
Q4 		$4.42M Sell
225,400
-113,772
-34% -$2.32M 0.16% 122
2024
Q3 		$7.05M Buy
+339,172
New +$6.83M 0.26% 86

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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return