WA
PFFD icon

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

Waverly 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
2026
Q1 		$2.08M Buy
113,136
+17,596
+18% +$337K 0.02% 635
2025
Q4 		$1.81M Buy
95,540
+18,751
+24% +$359K 0.01% 615
2025
Q3 		$1.49M Buy
76,789
+8,630
+13% +$167K 0.01% 553
2025
Q2 		$1.28M Buy
68,159
+1,977
+3% +$36.8K 0.01% 566
2025
Q1 		$1.26M Sell
66,182
-262
-0.4% -$5.14K 0.02% 563
2024
Q4 		$1.3M Sell
66,444
-1,278
-2% -$26K 0.02% 468
2024
Q3 		$1.41M Buy
67,722
+293
+0.4% +$5.9K 0.03% 390
2024
Q2 		$1.33M Buy
67,429
+6,479
+11% +$127K 0.03% 388
2024
Q1 		$1.23M Buy
+60,950
New +$1.22M 0.03% 332

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return