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PFFD icon

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

SteelPeak Wealth’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
-16,355
Closed -$321K – 657
2024
Q4 		$321K Buy
+16,355
New +$333K 0.01% 405

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
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

SteelPeak Wealth's PFFD Position: Q1 2025 in Review

SteelPeak Wealth sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 16,355 shares — an estimated $321K sold.

SteelPeak Wealth first reported a position in PFFD in Q4 2024 and held it in 1 quarter. The position peaked at $321K in Q4 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

  • SteelPeak Wealth reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 16,355 Global X US Preferred ETF shares in Q1 2025, an estimated $321K.
  • SteelPeak Wealth first reported a position in Global X US Preferred ETF in Q4 2024 and held it in 1 quarter.
  • SteelPeak Wealth's Global X US Preferred ETF position peaked at $321K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.