WB
PFFD icon

Webster Bank’s Global X US Preferred ETF PFFD Stock Holding History

Webster Bank’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 		$550K Buy
29,870
+28,990
+3,294% +$554K 0.05% 164
2025
Q4 		$16.6K Buy
880
+354
+67% +$6.77K ﹤0.01% 467
2025
Q3 		$10.2K Hold
526
– – ﹤0.01% 488
2025
Q2 		$9.9K Hold
526
– – ﹤0.01% 485
2025
Q1 		$10K Buy
526
+104
+25% +$2.04K ﹤0.01% 475
2024
Q4 		$8.23K Buy
422
+171
+68% +$3.48K ﹤0.01% 498
2024
Q3 		$5.22K Buy
251
+170
+210% +$3.42K ﹤0.01% 538
2024
Q2 		$1.59K Buy
81
+61
+305% +$1.2K ﹤0.01% 597
2024
Q1 		$403 Buy
+20
New +$399 ﹤0.01% 608
2023
Q4 		– Sell
-100
Closed -$1.88K – 583
2023
Q3 		$1.88K Hold
100
– – ﹤0.01% 539
2023
Q2 		$1.94K Sell
100
-715
-88% -$13.9K ﹤0.01% 528
2023
Q1 		$16.2K Sell
815
-1,157
-59% -$23.8K ﹤0.01% 435
2022
Q4 		$38K Sell
1,972
-228
-10% -$4.55K 0.01% 352
2022
Q3 		$45K Buy
2,200
+100
+5% +$2.16K 0.01% 322
2022
Q2 		$45K Sell
2,100
-796
-27% -$17.3K 0.01% 321
2022
Q1 		$68K Buy
2,896
+169
+6% +$4.05K 0.01% 298
2021
Q4 		$70K Buy
2,727
+787
+41% +$20.2K 0.01% 303
2021
Q3 		$50K Sell
1,940
-1,945
-50% -$50.6K 0.01% 335
2021
Q2 		$102K Buy
+3,885
New +$100K 0.01% 258

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