Sanctuary Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Sanctuary 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 Q1	–	Sell	-16,096	Closed	-$322K	–	2391
2024 Q4	$322K	Buy	16,096 +264	+2%	+$5.38K	﹤0.01%	1949
2024 Q3	$322K	Sell	15,832 -6,448	-29%	-$130K	﹤0.01%	1946
2024 Q2	$432K	Buy	+22,280	New	+$437K	﹤0.01%	1735

Other funds holding PFFD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSC

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

SOWBOCOPL

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

Sanctuary Advisors's PFFD Position: Q1 2025 in Review

Sanctuary Advisors sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 16,096 shares — an estimated $322K sold.

Sanctuary Advisors first reported a position in PFFD in Q2 2024 and held it in 3 quarters. The position peaked at $432K in Q2 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

Sanctuary Advisors reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
Sanctuary Advisors sold 16,096 Global X US Preferred ETF shares in Q1 2025, an estimated $322K.
Sanctuary Advisors first reported a position in Global X US Preferred ETF in Q2 2024 and held it in 3 quarters.
Sanctuary Advisors's Global X US Preferred ETF position peaked at $432K in Q2 2024.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.