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Sowell Financial Services’s Global X US Preferred ETF PFFD Stock Holding History

Sowell Financial Services’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
-13,647
Closed -$265K – 1159
2025
Q3 		$265K Sell
13,647
-802
-6% -$15.5K 0.01% 862
2025
Q2 		$272K Buy
14,449
+1,012
+8% +$18.9K 0.01% 829
2025
Q1 		$256K Hold
13,437
– – 0.01% 835
2024
Q4 		$262K Sell
13,437
-3,720
-22% -$75.8K 0.01% 477
2024
Q3 		$357K Hold
17,157
– – 0.02% 482
2024
Q2 		$338K Sell
17,157
-359
-2% -$7.05K 0.02% 483
2024
Q1 		$353K Sell
17,516
-4,149
-19% -$82.8K 0.02% 501
2023
Q4 		$423K Sell
21,665
-3,728
-15% -$69.4K 0.02% 449
2023
Q3 		$478K Sell
25,393
-6,603
-21% -$126K 0.03% 408
2023
Q2 		$620K Buy
31,996
+9,243
+41% +$179K 0.03% 426
2023
Q1 		$452K Sell
22,753
-20,735
-48% -$426K 0.03% 460
2022
Q4 		$847K Buy
43,488
+19,766
+83% +$394K 0.05% 339
2022
Q3 		$487K Buy
+23,722
New +$513K 0.05% 318
2022
Q1 		– Sell
-34,930
Closed -$904K – 410
2021
Q4 		$904K Sell
34,930
-616
-2% -$15.8K 0.05% 350
2021
Q3 		$916K Sell
35,546
-109
-0.3% -$2.83K 0.06% 308
2021
Q2 		$933K Buy
35,655
+15,003
+73% +$386K 0.06% 318
2021
Q1 		$528K Buy
20,652
+580
+3% +$14.7K 0.02% 625
2020
Q4 		$518K Sell
20,072
-113
-0.6% -$2.86K 0.02% 512
2020
Q3 		$500K Buy
20,185
+611
+3% +$15K 0.03% 470
2020
Q2 		$460K Buy
19,574
+2,384
+14% +$55.5K 0.03% 481
2020
Q1 		$376K Buy
17,190
+6,921
+67% +$167K 0.03% 485
2019
Q4 		$257K Sell
10,269
-4,211
-29% -$105K 0.02% 635
2019
Q3 		$363K Buy
+14,480
New +$360K 0.03% 489

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

Sowell Financial Services's PFFD Position: Q4 2025 in Review

Sowell Financial Services sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 13,647 shares — an estimated $265K sold.

Sowell Financial Services first reported a position in PFFD in Q3 2019 and held it in 23 quarters. The position peaked at $933K in Q2 2021. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

  • Sowell Financial Services reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 13,647 Global X US Preferred ETF shares in Q4 2025, an estimated $265K.
  • Sowell Financial Services first reported a position in Global X US Preferred ETF in Q3 2019 and held it in 23 quarters.
  • Sowell Financial Services's Global X US Preferred ETF position peaked at $933K in Q2 2021.
  • 284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.