Wealthfront Advisers
PFFD icon

Wealthfront Advisers’s Global X US Preferred ETF PFFD Stock Holding History

Wealthfront Advisers’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 		$318K Sell
17,269
-3,269
-16% -$62.5K ﹤0.01% 926
2025
Q4 		$388K Buy
20,538
+4,289
+26% +$82K ﹤0.01% 870
2025
Q3 		$316K Buy
16,249
+2,565
+19% +$49.5K ﹤0.01% 891
2025
Q2 		$258K Buy
+13,684
New +$255K ﹤0.01% 897
2024
Q1 		– Sell
-13,902
Closed -$270K – 880
2023
Q4 		$270K Buy
+13,902
New +$259K ﹤0.01% 807
2022
Q2 		– Sell
-13,877
Closed -$326K – 793
2022
Q1 		$326K Sell
13,877
-1,787
-11% -$42.8K ﹤0.01% 698
2021
Q4 		$404K Buy
15,664
+1,710
+12% +$43.8K ﹤0.01% 629
2021
Q3 		$360K Buy
+13,954
New +$363K ﹤0.01% 597

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