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

Rockport Wealth’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 Q3	–	Sell	-147,555	Closed	-$2.78M	–	97
2025 Q2	$2.78M	Buy	147,555 +10,334	+8%	+$193K	0.64%	24
2025 Q1	$2.61M	Buy	137,221 +53,302	+64%	+$1.05M	0.92%	19
2024 Q4	$1.7M	Buy	83,919 +19,226	+30%	+$392K	0.75%	19
2024 Q3	$1.34M	Buy	64,693 +10,858	+20%	+$219K	0.36%	26
2024 Q2	$1.06M	Buy	53,835 +834	+2%	+$16.4K	0.45%	27
2024 Q1	$1.07M	Buy	+53,001	New	+$1.06M	0.72%	21

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FMLI

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

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

Rockport Wealth's PFFD Position: Q3 2025 in Review

Rockport Wealth sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 147,555 shares — an estimated $2.78M sold.

Rockport Wealth first reported a position in PFFD in Q1 2024 and held it in 6 quarters. The position peaked at $2.78M in Q2 2025. 280 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

Rockport Wealth reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
Rockport Wealth sold 147,555 Global X US Preferred ETF shares in Q3 2025, an estimated $2.78M.
Rockport Wealth first reported a position in Global X US Preferred ETF in Q1 2024 and held it in 6 quarters.
Rockport Wealth's Global X US Preferred ETF position peaked at $2.78M in Q2 2025.
280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Rockport Wealth's 13F filing for Q3 2025, filed 31 Oct 2025.