Trilogy Capital’s Global X US Preferred ETF PFFD Stock Holding History

Trilogy Capital’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	-18,109	Closed	-$353K	–	345
2024 Q4	$353K	Buy	18,109 +501	+3%	+$10.2K	0.02%	263
2024 Q3	$366K	Buy	17,608 +4,732	+37%	+$95.2K	0.02%	260
2024 Q2	$253K	Buy	+12,876	New	+$253K	0.01%	290

Other funds holding PFFD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Trilogy Capital's PFFD Position: Q1 2025 in Review

Trilogy Capital sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 18,109 shares — an estimated $353K sold.

Trilogy Capital first reported a position in PFFD in Q2 2024 and held it in 3 quarters. The position peaked at $366K in Q3 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

Trilogy Capital reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
Trilogy Capital sold 18,109 Global X US Preferred ETF shares in Q1 2025, an estimated $353K.
Trilogy Capital first reported a position in Global X US Preferred ETF in Q2 2024 and held it in 3 quarters.
Trilogy Capital's Global X US Preferred ETF position peaked at $366K in Q3 2024.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on Trilogy Capital's 13F filing for Q1 2025, filed 7 May 2025.