Summit Trail Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Summit Trail Advisors’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	-11,250	Closed	-$212K	–	1361
2025 Q2	$212K	Buy	11,250 +1,250	+13%	+$23.3K	﹤0.01%	1041
2025 Q1	$190K	Buy	+10,000	New	+$196K	0.01%	381

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Summit Trail Advisors's PFFD Position: Q3 2025 in Review

Summit Trail Advisors sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 11,250 shares — an estimated $212K sold.

Summit Trail Advisors first reported a position in PFFD in Q1 2025 and held it in 2 quarters. The position peaked at $212K in Q2 2025. 280 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

Summit Trail Advisors reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
Summit Trail Advisors sold 11,250 Global X US Preferred ETF shares in Q3 2025, an estimated $212K.
Summit Trail Advisors first reported a position in Global X US Preferred ETF in Q1 2025 and held it in 2 quarters.
Summit Trail Advisors's Global X US Preferred ETF position peaked at $212K in Q2 2025.
280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Summit Trail Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.