WhitTier Trust Company’s Global X US Preferred ETF PFFD Stock Holding History

WhitTier Trust Company’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	-1,140	Closed	-$22.2K	–	1303
2025 Q3	$22.2K	Sell	1,140 -447	-28%	-$8.63K	﹤0.01%	869
2025 Q2	$29.9K	Sell	1,587 -3,325	-68%	-$62K	﹤0.01%	893
2025 Q1	$93.5K	Hold	4,912	–	–	﹤0.01%	633
2024 Q4	$95.8K	Hold	4,912	–	–	﹤0.01%	617
2024 Q3	$102K	Hold	4,912	–	–	﹤0.01%	596
2024 Q2	$96.7K	Hold	4,912	–	–	﹤0.01%	570
2024 Q1	$99K	Hold	4,912	–	–	﹤0.01%	556
2023 Q4	$95.2K	Sell	4,912 -5,126	-51%	-$95.4K	﹤0.01%	570
2023 Q3	$189K	Sell	10,038 -2,540	-20%	-$48.6K	0.01%	454
2023 Q2	$244K	Sell	12,578 -352	-3%	-$6.82K	0.01%	439
2023 Q1	$257K	Sell	12,930 -16,422	-56%	-$338K	0.01%	418
2022 Q4	$568K	Sell	29,352 -18,661	-39%	-$372K	0.02%	325
2022 Q3	$985K	Buy	48,013 +18,230	+61%	+$394K	0.04%	271
2022 Q2	$631K	Buy	+29,783	New	+$646K	0.03%	318

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WhitTier Trust Company's PFFD Position: Q4 2025 in Review

WhitTier Trust Company sold out of Global X US Preferred ETF (PFFD) in Q4 2025, closing a stake of 1,140 shares — an estimated $22.2K sold.

WhitTier Trust Company first reported a position in PFFD in Q2 2022 and held it in 14 quarters. The position peaked at $985K in Q3 2022. 282 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

WhitTier Trust Company reported no remaining Global X US Preferred ETF position as of Q4 2025 after selling out during the quarter.
WhitTier Trust Company sold 1,140 Global X US Preferred ETF shares in Q4 2025, an estimated $22.2K.
WhitTier Trust Company first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 14 quarters.
WhitTier Trust Company's Global X US Preferred ETF position peaked at $985K in Q3 2022.
282 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on WhitTier Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.