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

Triumph Capital Management’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 		$864K Buy
46,968
+1,618
+4% +$30.9K 0.18% 126
2025
Q4 		$858K Sell
45,350
-1,552
-3% -$29.7K 0.19% 113
2025
Q3 		$911K Buy
46,902
+3,266
+7% +$63.1K 0.25% 93
2025
Q2 		$822K Buy
43,636
+1,637
+4% +$30.5K 0.25% 97
2025
Q1 		$800K Buy
41,999
+2,192
+6% +$43K 0.27% 102
2024
Q4 		$777K Sell
39,807
-2,180
-5% -$44.4K 0.27% 93
2024
Q3 		$872K Sell
41,987
-39,579
-49% -$797K 0.31% 76
2024
Q2 		$1.61M Buy
81,566
+38,074
+88% +$747K 0.63% 34
2024
Q1 		$879K Buy
43,492
+29,134
+203% +$581K 0.36% 66
2023
Q4 		$280K Sell
14,358
-5,199
-27% -$96.8K 0.12% 157
2023
Q3 		$368K Buy
19,557
+459
+2% +$8.77K 0.17% 130
2023
Q2 		$370K Buy
19,098
+645
+3% +$12.5K 0.17% 126
2023
Q1 		$366K Sell
18,453
-13,018
-41% -$268K 0.19% 112
2022
Q4 		$610K Buy
31,471
+906
+3% +$18.1K 0.33% 68
2022
Q3 		$627K Sell
30,565
-1,720
-5% -$37.2K 0.34% 66
2022
Q2 		$685K Buy
+32,285
New +$700K 0.36% 60

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