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Wealthspire Advisors (New York)’s Global X US Preferred ETF PFFD Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-4,241
Closed -$82.4K – 2350
2025
Q3 		$82.4K Buy
+4,241
New +$81.9K ﹤0.01% 1070

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 $445B AUM 25.58% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s PFFD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 4,241 shares — an estimated $82.4K sold.

Wealthspire Advisors (New York) first reported a position in PFFD in Q3 2025 and held it in 1 quarter. The position peaked at $82.4K in Q3 2025. 282 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,241 Global X US Preferred ETF shares in Q4 2025, an estimated $82.4K.
  • Wealthspire Advisors (New York) first reported a position in Global X US Preferred ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Global X US Preferred ETF position peaked at $82.4K in Q3 2025.
  • 282 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.