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PFFD icon

Sunbelt Securities’s Global X US Preferred ETF PFFD Stock Holding History

Sunbelt Securities’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 		$213K Sell
11,550
-836
-7% -$16K 0.01% 625
2025
Q4 		$234K Sell
12,386
-2,649
-18% -$50.7K 0.02% 593
2025
Q3 		$292K Sell
15,035
-310
-2% -$5.99K 0.02% 533
2025
Q2 		$299K Sell
15,345
-1,050
-6% -$19.6K 0.03% 483
2025
Q1 		$312K Buy
16,395
+1,050
+7% +$20.6K 0.03% 447
2024
Q4 		$299K Sell
15,345
-855
-5% -$17.4K 0.03% 485
2024
Q3 		$337K Sell
16,200
-751
-4% -$15.1K 0.03% 448
2024
Q2 		$334K Sell
16,951
-656
-4% -$12.9K 0.03% 423
2024
Q1 		$355K Sell
17,607
-362
-2% -$7.22K 0.04% 398
2023
Q4 		$349K Buy
17,969
+1,144
+7% +$21.3K 0.04% 381
2023
Q3 		$316K Buy
16,825
+9,191
+120% +$176K 0.04% 392
2023
Q2 		$148K Buy
7,634
+103
+1% +$2K 0.02% 542
2023
Q1 		$149K Buy
+7,531
New +$155K 0.02% 492

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $25.5B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return