WWM
PFFD icon

Western Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Western Wealth Management’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 		$443K Sell
24,082
-709
-3% -$13.6K 0.02% 672
2025
Q4 		$469K Buy
24,791
+1,962
+9% +$37.5K 0.02% 534
2025
Q3 		$444K Sell
22,829
-4,430
-16% -$85.6K 0.02% 472
2025
Q2 		$513K Sell
27,259
-7,277
-21% -$136K 0.03% 402
2025
Q1 		$658K Buy
34,536
+6,452
+23% +$127K 0.04% 324
2024
Q4 		$548K Buy
28,084
+7,458
+36% +$152K 0.04% 356
2024
Q3 		$429K Sell
20,626
-30,372
-60% -$611K 0.02% 499
2024
Q2 		$1M Buy
50,998
+9,970
+24% +$196K 0.07% 230
2024
Q1 		$827K Buy
+41,028
New +$818K 0.06% 258
2022
Q3 		– Sell
-49,253
Closed -$1.05M – 839
2022
Q2 		$1.05M Buy
49,253
+9,166
+23% +$199K 0.06% 294
2022
Q1 		$943K Buy
+40,087
New +$960K 0.05% 346

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