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

SeaCrest Wealth Management’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
-10,595
Closed -$200K – 666
2025
Q2 		$200K Buy
10,595
+8
+0.1% +$149 0.02% 579
2025
Q1 		$202K Sell
10,587
-2,846
-21% -$55.9K 0.02% 619
2024
Q4 		$262K Sell
13,433
-3,993
-23% -$81.3K 0.03% 533
2024
Q3 		$362K Buy
17,426
+8
+0% +$161 0.04% 436
2024
Q2 		$343K Sell
17,418
-2,537
-13% -$49.8K 0.04% 416
2024
Q1 		$402K Hold
19,955
– – 0.05% 362
2023
Q4 		$387K Buy
19,955
+500
+3% +$9.3K 0.05% 371
2023
Q3 		$366K Buy
19,455
+225
+1% +$4.3K 0.05% 400
2023
Q2 		$373K Sell
19,230
-163
-0.8% -$3.16K 0.05% 404
2023
Q1 		$385K Sell
19,393
-288
-1% -$5.92K 0.05% 399
2022
Q4 		$381K Sell
19,681
-965
-5% -$19.3K 0.05% 393
2022
Q3 		$423K Sell
20,646
-1,265
-6% -$27.4K 0.06% 341
2022
Q2 		$465K Buy
21,911
+234
+1% +$5.07K 0.06% 345
2022
Q1 		$509K Sell
21,677
-14,426
-40% -$345K 0.06% 348
2021
Q4 		$930K Buy
36,103
+3,925
+12% +$101K 0.1% 204
2021
Q3 		$829K Buy
32,178
+22,876
+246% +$595K 0.1% 214
2021
Q2 		$243K Buy
+9,302
New +$240K 0.03% 571

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

SeaCrest Wealth Management's PFFD Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 10,595 shares — an estimated $200K sold.

SeaCrest Wealth Management first reported a position in PFFD in Q2 2021 and held it in 17 quarters. The position peaked at $930K in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

  • SeaCrest Wealth Management reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 10,595 Global X US Preferred ETF shares in Q3 2025, an estimated $200K.
  • SeaCrest Wealth Management first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 17 quarters.
  • SeaCrest Wealth Management's Global X US Preferred ETF position peaked at $930K in Q4 2021.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.