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Smartleaf Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Smartleaf Asset 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
2026
Q1 		– Sell
-80
Closed -$1.52K – 3616
2025
Q4 		$1.52K Sell
80
-5,466
-99% -$105K ﹤0.01% 3069
2025
Q3 		$108K Buy
5,546
+98
+2% +$1.89K 0.01% 1027
2025
Q2 		$102K Buy
+5,448
New +$102K 0.01% 849

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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Smartleaf Asset Management's PFFD Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 80 shares — an estimated $1.52K sold.

Smartleaf Asset Management first reported a position in PFFD in Q2 2025 and held it in 3 quarters. The position peaked at $108K in Q3 2025. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • Smartleaf Asset Management reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 80 Global X US Preferred ETF shares in Q1 2026, an estimated $1.52K.
  • Smartleaf Asset Management first reported a position in Global X US Preferred ETF in Q2 2025 and held it in 3 quarters.
  • Smartleaf Asset Management's Global X US Preferred ETF position peaked at $108K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.