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

Spire 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
Q2 		– Sell
-276
Closed -$5.25K – 2509
2025
Q1 		$5.25K Buy
+276
New +$5.42K ﹤0.01% 2041
2022
Q3 		– Sell
-975
Closed -$21K – 2492
2022
Q2 		$21K Sell
975
-12,497
-93% -$271K ﹤0.01% 1652
2022
Q1 		$317K Sell
13,472
-242
-2% -$5.79K 0.01% 710
2021
Q4 		$353K Buy
13,714
+13,414
+4,471% +$344K 0.01% 833
2021
Q3 		$8K Hold
300
– – ﹤0.01% 2167
2021
Q2 		$8K Sell
300
-300
-50% -$7.73K ﹤0.01% 2207
2021
Q1 		$15K Buy
+600
New +$15.2K ﹤0.01% 2271

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return