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Running Point Capital Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Running Point Capital Advisors’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
Q4 		$756 Sell
40
-6,479
-99% -$124K ﹤0.01% 187
2025
Q3 		$127K Buy
6,519
+4
+0.1% +$77 0.03% 133
2025
Q2 		$123K Sell
6,515
-359
-5% -$6.69K 0.03% 127
2025
Q1 		$131K Sell
6,874
-1,344
-16% -$26.4K 0.04% 121
2024
Q4 		$160K Sell
8,218
-3,318
-29% -$67.6K 0.05% 109
2024
Q3 		$240K Sell
11,536
-861
-7% -$17.3K 0.09% 86
2024
Q2 		$244K Sell
12,397
-929
-7% -$18.2K 0.1% 85
2024
Q1 		$269K Sell
13,326
-1,552
-10% -$31K 0.12% 81
2023
Q4 		$289K Sell
14,878
-20,732
-58% -$386K 0.14% 80
2023
Q3 		$670K Sell
35,610
-901
-2% -$17.2K 0.39% 44
2023
Q2 		$708K Buy
36,511
+3,678
+11% +$71.3K 0.4% 43
2023
Q1 		$652K Sell
32,833
-451
-1% -$9.28K 0.4% 44
2022
Q4 		$645K Sell
33,284
-5,045
-13% -$101K 0.4% 44
2022
Q3 		$786K Buy
38,329
+4,909
+15% +$106K 0.52% 38
2022
Q2 		$709K Buy
33,420
+2,451
+8% +$53.1K 0.46% 34
2022
Q1 		$728K Buy
30,969
+55
+0.2% +$1.32K 0.43% 36
2021
Q4 		$796K Sell
30,914
-3,085
-9% -$79K 0.48% 36
2021
Q3 		$876K Buy
33,999
+4,738
+16% +$123K 0.39% 47
2021
Q2 		$766K Buy
29,261
+14,215
+94% +$366K 0.35% 48
2021
Q1 		$384K Buy
15,046
+5,081
+51% +$129K 0.21% 61
2020
Q4 		$257K Buy
+9,965
New +$252K 0.15% 64

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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Running Point Capital Advisors's PFFD Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Global X US Preferred ETF (PFFD) stake by 99% in Q4 2025, selling an estimated $124K and leaving 40 shares worth $756. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Running Point Capital Advisors first reported a position in PFFD in Q4 2020 and has held it in 21 quarters since. The position peaked at $876K in Q3 2021. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

  • Running Point Capital Advisors held 40 shares of Global X US Preferred ETF worth $756 as of Q4 2025.
  • Running Point Capital Advisors sold 6,479 Global X US Preferred ETF shares in Q4 2025, an estimated $124K.
  • Global X US Preferred ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #187 holding.
  • Running Point Capital Advisors first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's Global X US Preferred ETF position peaked at $876K in Q3 2021.
  • 284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.