Sachetta’s Global X US Preferred ETF PFFD Stock Holding History

Sachetta’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	–	Sell	-300	Closed	-$5.83K	–	1090
2025 Q3	$5.83K	Hold	300	–	–	﹤0.01%	563
2025 Q2	$5.65K	Hold	300	–	–	﹤0.01%	557
2025 Q1	$5.71K	Hold	300	–	–	﹤0.01%	535
2024 Q4	$5.85K	Hold	300	–	–	﹤0.01%	561
2024 Q3	$6.23K	Buy	+300	New	+$6.04K	﹤0.01%	573

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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sachetta's PFFD Position: Q4 2025 in Review

Sachetta sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 300 shares — an estimated $5.83K sold.

Sachetta first reported a position in PFFD in Q3 2024 and held it in 5 quarters. The position peaked at $6.23K in Q3 2024. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

Sachetta reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
Sachetta sold 300 Global X US Preferred ETF shares in Q4 2025, an estimated $5.83K.
Sachetta first reported a position in Global X US Preferred ETF in Q3 2024 and held it in 5 quarters.
Sachetta's Global X US Preferred ETF position peaked at $6.23K in Q3 2024.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Sachetta's 13F filing for Q4 2025, filed 2 Feb 2026.