Valeo Financial Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Valeo Financial 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 Q1	–	Sell	-17,322	Closed	-$338K	–	750
2024 Q4	$338K	Sell	17,322 -11,882	-41%	-$242K	0.01%	506
2024 Q3	$607K	Buy	29,204 +5,440	+23%	+$109K	0.02%	365
2024 Q2	$468K	Buy	+23,764	New	+$466K	0.01%	408
2021 Q2	–	Sell	-3,864	Closed	-$99K	–	1436
2021 Q1	$99K	Buy	3,864 +49	+1%	+$1.24K	﹤0.01%	631
2020 Q4	$98K	Buy	3,815 +49	+1%	+$1.24K	0.01%	580
2020 Q3	$93K	Buy	3,766 +51	+1%	+$1.25K	0.01%	489
2020 Q2	$87K	Buy	+3,715	New	+$86.5K	0.01%	546

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

Valeo Financial Advisors's PFFD Position: Q1 2025 in Review

Valeo Financial Advisors sold out of Global X US Preferred ETF (PFFD) in Q1 2025, closing a stake of 17,322 shares — an estimated $338K sold.

Valeo Financial Advisors first reported a position in PFFD in Q2 2020 and held it in 7 quarters. The position peaked at $607K in Q3 2024. 288 funds tracked by Wall St. Rank hold PFFD as of Q1 2025.

Valeo Financial Advisors reported no remaining Global X US Preferred ETF position as of Q1 2025 after selling out during the quarter.
Valeo Financial Advisors sold 17,322 Global X US Preferred ETF shares in Q1 2025, an estimated $338K.
Valeo Financial Advisors first reported a position in Global X US Preferred ETF in Q2 2020 and held it in 7 quarters.
Valeo Financial Advisors's Global X US Preferred ETF position peaked at $607K in Q3 2024.
288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2025.

Based on Valeo Financial Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.