Transce3nd’s Global X US Preferred ETF PFFD Stock Holding History

Transce3nd’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	-144	Closed	-$2.71K	–	854
2025 Q2	$2.71K	Sell	144 -44	-23%	-$820	﹤0.01%	844
2025 Q1	$3.58K	Sell	188 -75	-29%	-$1.47K	﹤0.01%	785
2024 Q4	$5.13K	Buy	+263	New	+$5.36K	﹤0.01%	923

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 $1.53B AUM 29.94% 1-Year Est. Return

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

Transce3nd's PFFD Position: Q3 2025 in Review

Transce3nd sold out of Global X US Preferred ETF (PFFD) in Q3 2025, closing a stake of 144 shares — an estimated $2.71K sold.

Transce3nd first reported a position in PFFD in Q4 2024 and held it in 3 quarters. The position peaked at $5.13K in Q4 2024. 280 funds tracked by Wall St. Rank hold PFFD as of Q3 2025.

Transce3nd reported no remaining Global X US Preferred ETF position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 144 Global X US Preferred ETF shares in Q3 2025, an estimated $2.71K.
Transce3nd first reported a position in Global X US Preferred ETF in Q4 2024 and held it in 3 quarters.
Transce3nd's Global X US Preferred ETF position peaked at $5.13K in Q4 2024.
280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.