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

Robinswood Financial’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
2024 Q4	–	Sell	-280	Closed	-$5.82K	–	359
2024 Q3	$5.82K	Hold	280	–	–	﹤0.01%	250
2024 Q2	$5.51K	Hold	280	–	–	﹤0.01%	254
2024 Q1	$5.66K	Buy	+280	New	+$5.58K	﹤0.01%	184

Other funds holding PFFD

LPL Financial San Diego, California $377B AUM 19.32% 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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Robinswood Financial's PFFD Position: Q4 2024 in Review

Robinswood Financial sold out of Global X US Preferred ETF (PFFD) in Q4 2024, closing a stake of 280 shares — an estimated $5.82K sold.

Robinswood Financial first reported a position in PFFD in Q1 2024 and held it in 3 quarters. The position peaked at $5.82K in Q3 2024. 293 funds tracked by Wall St. Rank hold PFFD as of Q4 2024.

Robinswood Financial reported no remaining Global X US Preferred ETF position as of Q4 2024 after selling out during the quarter.
Robinswood Financial sold 280 Global X US Preferred ETF shares in Q4 2024, an estimated $5.82K.
Robinswood Financial first reported a position in Global X US Preferred ETF in Q1 2024 and held it in 3 quarters.
Robinswood Financial's Global X US Preferred ETF position peaked at $5.82K in Q3 2024.
293 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2024.

Based on Robinswood Financial's 13F filing for Q4 2024, filed 15 Jul 2026.