Global X US Preferred ETFPFFDETF
13F holders, Q1 2024 (March 31)254holders
2famous investors
$20.13avg. 13F price*
At the end of Q1 2024, 254 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings. The largest holders were LPL Financial LLC ($111.5M), Wells Fargo & Company ($110.5M) and Morgan Stanley ($95.5M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Global X US Preferred ETF
- CUSIP
- 37954Y657
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $18.5M |
| Exits | 37 | $38.7M |
Ownership 254 holders
| LPL Financial LLC | 0.06% | Add +20.6% | 5,529,810 | $111.5M |
| Wells Fargo & Company | 0.03% | Reduce -2.3% | 5,482,032 | $110.5M |
| Morgan Stanley | 0.01% | Add +22.6% | 4,739,069 | $95.5M |
| Bank of America Corp. | 0.01% | Reduce -20.7% | 4,457,635 | $89.9M |
| Global X Japan Co., Ltd. | 8.72% | No change | 2,098,350 | $41.0M |
| Orgel Wealth Management, LLC | 1.03% | Add +5.5% | 1,854,415 | $37.4M |
| Rational Advisors, Inc. | 2.97% | Reduce -30.8% | 1,550,666 | $31.3M |
| Cwm, LLC | 0.14% | Reduce -0.6% | 1,407,946 | $28.4M |
| State of Wisconsin - Board of Commissioners of Public Lands | 6.43% | No change | 1,341,305 | $27.0M |
| Ratio Wealth Group | 4.66% | Add +5.8% | 1,240,179 | $25.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.1% | 1,051,552 | $21.2M |
| Lido Advisors, LLC | 0.19% | Add +4.5% | 1,030,938 | $20.8M |
| Full Sail Capital, LLC | 1.38% | Add +7.2% | 982,521 | $19.8M |
| Assetmark, Inc. | 0.06% | Add +10.9% | 963,707 | $19.4M |
| Flaharty Asset Management, LLC | 2.84% | Reduce -26.4% | 948,207 | $19.1M |
| Creative Planning | 0.02% | Add +10.9% | 947,793 | $19.1M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.46% | No change | 919,000 | $18.5M |
| UBS Group AG | 0.01% | Add +8.5% | 858,077 | $17.3M |
| Tiller Private Wealth, Inc. | 7.58% | Add +4.5% | 841,930 | $17.0M |
| Kohmann Bosshard Financial Services, LLC | 2.22% | Reduce -17.8% | 791,400 | $16.0M |
| Hennion & Walsh Asset Management, Inc. | 0.85% | Add +54.9% | 784,754 | $15.8M |
| Advisors Management Group Inc. | 3.49% | Add +2.6% | 697,833 | $14.1M |
| Royal Bank of Canada | 0.00% | Add +15.7% | 679,098 | $13.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.8% | 645,886 | $13.0M |
| Conning Inc. | 0.40% | No change | 580,200 | $11.7M |
| Mariner, LLC | 0.02% | Reduce -2.9% | 578,040 | $11.7M |
| BNP Paribas Financial Markets | 0.01% | Add +1038.4% | 492,734 | $9.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +7.9% | 450,303 | $9.1M |
| Cetera Investment Advisers | 0.02% | Add +193.3% | 429,424 | $8.7M |
| KWB Wealth | 1.14% | Reduce -2.6% | 420,414 | $8.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +7.0% | 400,828 | $7.8M |
| Iron Horse Wealth Management, LLC | 3.07% | Add +5.6% | 384,916 | $7.8M |
| David Kennon Inc | 3.19% | Add +1.1% | 369,845 | $7.5M |
| Trinity Legacy Partners, LLC | 2.10% | Add +36.6% | 355,788 | $7.2M |
| Ahl Investment Management, Inc. | 5.44% | Reduce -0.5% | 352,053 | $7.1M |
| Collaborative Wealth Managment Inc. | 3.50% | Add +7.1% | 346,537 | $7.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.5% | 336,663 | $6.8M |
| Aire Advisors, LLC | 1.46% | Reduce -0.3% | 320,956 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +9.9% | 307,332 | $6.2M |
| Sei Investments Co. | 0.01% | Add +19.1% | 304,068 | $6.1M |
| Ameritas Investment Partners, Inc. | 0.21% | Reduce -0.7% | 303,384 | $6.1M |
| Q3 Asset Management | 1.63% | New | 284,292 | $5.7M |
| Prairiewood Capital, LLC | 2.65% | Add +8.5% | 280,026 | $5.6M |
| Collective Family Office LLC | 1.81% | Add +9.2% | 277,190 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.2% | 267,072 | $5.4M |
| Naples Global Advisors, LLC | 0.54% | Add +37.7% | 259,557 | $5.2M |
| Park Avenue Securities LLC | 0.06% | Add +52.5% | 240,604 | $4.9M |
| Texas Yale Capital Corp. | 0.22% | Add +6.6% | 240,320 | $4.8M |
| Sound Income Strategies, LLC | 0.35% | Add +10.8% | 230,209 | $4.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +31.8% | 220,142 | $4.4M |
| Grey Ledge Advisors, LLC | 1.17% | Add +53.7% | 205,368 | $4.1M |
| Raymond James & Associates | 0.00% | Add +7.0% | 204,195 | $4.1M |
| Appleton Partners Inc. | 0.32% | Add +3.1% | 202,778 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -16.8% | 199,086 | $4.0M |
| Prepared Retirement Institute LLC | 2.94% | Reduce -6.1% | 195,655 | $3.9M |
| Blue Edge Capital, LLC | 0.65% | Add +0.7% | 193,034 | $3.9M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.07% | Add +2.2% | 187,558 | $3.8M |
| SWS Partners | 1.13% | Reduce -2.3% | 187,123 | $3.8M |
| GYL Financial Synergies, LLC | 0.27% | Add +0.8% | 172,460 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +195.7% | 169,857 | $3.4M |
| Merit Financial Group, LLC | 0.08% | Add +38.3% | 171,293 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +4.2% | 141,308 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +57.1% | 139,459 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +64.2% | 121,161 | $2.4M |
| Cibc World Markets Corp. | 0.02% | Add +331.5% | 117,863 | $2.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.13% | Add +8.0% | 116,201 | $2.3M |
| Cibc World Market Inc. | 0.01% | New | 116,000 | $2.3M |
| Columbus Macro, LLC | 0.88% | New | 115,072 | $2.3M |
| CreativeOne Wealth, LLC | 0.09% | Add +6.2% | 108,981 | $2.2M |
| Eagle Harbor Asset Management Inc. | 2.24% | Add +10.9% | 104,035 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.7% | 90,831 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.15% | Add +741.5% | 88,439 | $1.8M |
| Duncker Streett & Co. Inc. | 0.33% | Reduce -6.1% | 83,328 | $1.7M |
| Plimoth Trust Co. LLC | 0.42% | Reduce -0.5% | 77,662 | $1.6M |
| Investors Research Corp | 0.36% | Reduce -2.8% | 77,187 | $1.6M |
| Fifth Third Securities, Inc. | 0.15% | Add +50.7% | 77,083 | $1.6M |
| FF Advisors,LLC | 1.05% | Add +40.5% | 75,653 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.9% | 73,663 | $1.5M |
| Perissos Private Wealth Management, LLC | 1.32% | — | 72,376 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +24.0% | 67,629 | $1.4M |
| RHS Financial, LLC | 0.76% | New | 65,125 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +40.0% | 63,337 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +23.4% | 62,721 | $1.3M |
| Citadel Advisors | 0.00% | Add +213.3% | 61,935 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.04% | New | 61,014 | $1.2M |
| Waverly Advisors, LLC | 0.03% | New | 60,950 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +3.2% | 60,691 | $1.2M |
| Advisors Capital Management, LLC | 0.02% | Add +5.6% | 59,113 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +490.2% | 58,054 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 56,946 | $1.1M |
| Unison Advisors LLC | 0.11% | Add +5.9% | 53,721 | $1.1M |
| Rockport Wealth LLC | 0.72% | — | 53,001 | $1.1M |
| Fortis Capital Management LLC | 0.26% | Reduce -5.8% | 49,981 | $1.0M |
| TrueWealth Advisors, LLC | 0.38% | Reduce -25.4% | 49,416 | $996K |
| Accel Wealth Management | 0.42% | Reduce -1.7% | 49,123 | $990K |
| Equitable Holdings, Inc. | 0.01% | Add +26.9% | 48,854 | $985K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -15.5% | 45,665 | $921K |
| Delta Wealth Advisors LLC | 0.92% | — | 44,200 | $891K |
| Triumph Capital Management | 0.36% | Add +202.9% | 43,492 | $879K |
| Western Wealth Management, LLC | 0.06% | New | 41,028 | $827K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.4% | 40,306 | $813K |
| Gratus Capital, LLC | 0.04% | Reduce -0.4% | 40,000 | $806K |
| RVW Wealth, LLC | 0.08% | Add +0.4% | 38,746 | $781K |
| Essex Financial Services, Inc. | 0.07% | No change | 38,671 | $780K |
| CFO4Life Group, LLC | 0.14% | No change | 37,095 | $748K |
| L & S Advisors Inc | 0.09% | Add +5.1% | 36,552 | $737K |
| Ignite Planners, LLC | 0.20% | Reduce -27.3% | 35,236 | $712K |
| Firestone Capital Management | 0.20% | Add +40.0% | 35,206 | $710K |
| Corient Private Wealth LP | 0.00% | Reduce -11.1% | 33,584 | $677K |
| Private Trust Co. NA | 0.07% | Add +9.2% | 33,547 | $676K |
| My Legacy Advisors, LLC | 0.22% | Reduce -8.0% | 32,857 | $662K |
| WCG Wealth Advisors LLC | 0.05% | Add +12.6% | 32,472 | $655K |
| Integral Investment Advisors, Inc. | 0.26% | New | 31,091 | $632K |
| Activest Wealth Management | 0.30% | Reduce -64.7% | 30,613 | $617K |
| Acorn Wealth Advisors, LLC | 0.31% | Add +8.9% | 29,154 | $588K |
| Global Retirement Partners, LLC | 0.02% | Reduce -3.3% | 29,021 | $585K |
| Nelson Capital Management, LLC | 0.11% | Add +2.6% | 28,930 | $583K |
| Intrepid Financial Planning Group LLC | 0.25% | New | 28,910 | $583K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +165.1% | 27,607 | $557K |
| MSH Capital Advisors LLC | 0.19% | Add +27.3% | 27,411 | $553K |
| WealthBridge Capital Management, LLC | 0.18% | No change | 26,400 | $532K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.4% | 26,292 | $530K |
| Drive Wealth Management, LLC | 0.15% | Reduce -17.4% | 26,225 | $529K |
| CSM Advisors, LLC | 0.03% | No change | 26,100 | $526K |
| Perigon Wealth Management, LLC | 0.02% | Add +57.9% | 24,892 | $502K |
| American Institute for Advanced Investment Management, LLP | 0.39% | New | 24,760 | $499K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -10.8% | 24,728 | $499K |
| Austin Wealth Management, LLC | 0.12% | Reduce -3.1% | 24,747 | $486K |
| AMG National Trust Bank | 0.01% | Reduce -8.0% | 23,088 | $465K |
| Centaurus Financial, Inc. | 0.03% | Reduce -19.0% | 23,082 | $465K |
| GeoWealth Management, LLC | 0.02% | Add +5.7% | 22,867 | $461K |
| Madrona Financial Services, LLC | 0.15% | Add +0.3% | 21,761 | $439K |
| Focus Partners Wealth | 0.00% | Add +3.6% | 21,526 | $434K |
| Advisory Services Network, LLC | 0.01% | Add +0.7% | 21,471 | $433K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Reduce -99.2% | 20,417 | $412K |
| Whittier Trust Co. | 0.01% | Reduce -14.0% | 20,256 | $408K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.0% | 20,004 | $403K |
| Oxinas Partners, LLC | 0.26% | Add +1.5% | 19,993 | $403K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.5% | 19,972 | $403K |
| SeaCrest Wealth Management, LLC | 0.05% | No change | 19,955 | $402K |
| CENTRAL TRUST Co | 0.01% | Reduce -31.3% | 19,925 | $402K |
| HF Advisory Group, LLC | 0.22% | Reduce -0.9% | 19,883 | $401K |
| Comerica Bank | 0.00% | Reduce -1.2% | 18,787 | $379K |
| Principal Securities, Inc. | 0.01% | Add +99.0% | 18,591 | $375K |
| Lanark Financial, Inc. | 0.03% | Add +51.6% | 18,442 | $371K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +56.6% | 17,619 | $355K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -2.0% | 17,607 | $355K |
| Sowell Financial Services LLC | 0.02% | Reduce -19.1% | 17,516 | $353K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.9% | 17,086 | $344K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -25.9% | 16,993 | $343K |
| Arden Trust Co | 0.05% | No change | 16,871 | $340K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -22.9% | 16,853 | $340K |
| Channel Wealth LLC | 0.14% | Add +0.8% | 16,826 | $339K |
| Millington Financial Advisors, LLC | 0.24% | Reduce -0.0% | 16,401 | $331K |
| IFG Advisory, LLC | 0.02% | Reduce -1.9% | 16,362 | $330K |
| Plan Group Financial, LLC | 0.21% | New | 16,130 | $325K |
| Focus Financial Network, Inc. | 0.02% | — | 16,639 | $319K |
| Prosperity Wealth Management, Inc. | 0.15% | Reduce -65.3% | 15,742 | $317K |
| KLR Investment Advisors, LLC | 0.23% | Reduce -11.8% | 16,295 | $316K |
| Crew Capital Management, Ltd | 0.26% | New | 15,595 | $314K |
| Arkadios Wealth Advisors | 0.02% | No change | 14,573 | $294K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 14,363 | $290K |
| Cherry Tree Wealth Management, LLC | 0.07% | Add +0.1% | 14,313 | $289K |
| Independent Financial Group, LLC | 0.01% | Add +7.6% | 14,151 | $285K |
| Levy Wealth Management Group, LLC | 0.08% | No change | 14,425 | $280K |
| Lewis Asset Management, LLC | 0.23% | Add +12.7% | 13,582 | $274K |
| IFP Advisors, Inc | 0.01% | Reduce -4.0% | 13,539 | $273K |
| Running Point Capital Advisors, LLC | 0.12% | Reduce -10.4% | 13,326 | $269K |
| Stifel Financial Corp. | 0.00% | Reduce -74.9% | 12,998 | $262K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -2.3% | 12,871 | $259K |
| Gotham Asset Management | 0.00% | New | 12,614 | $254K |
| Realta Investment Advisors | 0.05% | Reduce -13.4% | 12,401 | $250K |
| AE Wealth Management LLC | 0.00% | Reduce -74.3% | 12,253 | $247K |
| NBT Bank, N.A. | 0.02% | No change | 12,000 | $242K |
| 1900 Wealth Management LLC | 0.02% | Reduce -9.6% | 11,971 | $241K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -24.6% | 12,430 | $241K |
| Keystone Financial Group | 0.03% | No change | 11,675 | $235K |
| Claro Advisors Inc. | 0.04% | Reduce -31.3% | 11,570 | $233K |
| Breakwater Capital Group | 0.06% | Add +4.4% | 11,364 | $229K |
| Perennial Investment Advisors, LLC | 0.03% | Add +9.3% | 11,283 | $227K |
| Rooted Wealth Advisors, Inc. | 0.11% | Add +9.9% | 11,192 | $224K |
| Good Life Advisors, LLC | 0.02% | Add +4.8% | 11,024 | $222K |
| Cresset Asset Management, LLC | 0.00% | New | 10,632 | $214K |
| MeadowBrook Investment Advisors LLC | 0.20% | No change | 10,583 | $213K |
| American Investment Services, Inc. | 0.04% | Add +1.2% | 10,224 | $206K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.9% | 10,090 | $203K |
| L.M. Kohn & Company | 0.06% | New | 10,048 | $203K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 10,000 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4229.0% | 10,000 | $202K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -20.8% | 9,483 | $191K |
| Albion Financial Group | 0.01% | Reduce -86.0% | 9,154 | $185K |
| US Bancorp \de | 0.00% | Add +2487.8% | 8,928 | $180K |
| Chilton Capital Management LLC | 0.01% | No change | 8,354 | $168K |
| Future Financial Wealth Managment LLC | 0.11% | New | 7,405 | $149K |
| Avior Wealth Management, LLC | 0.01% | Add +208.2% | 6,918 | $139K |
| Winthrop Capital Management, LLC | 0.06% | Add +3.5% | 6,537 | $132K |
| CIBC Private Wealth Group LLC | 0.00% | New | 6,510 | $132K |
| ICA Group Wealth Management, LLC | 0.03% | Add +543.1% | 6,219 | $125K |
| Creative Financial Designs Inc. | 0.01% | Add +32.1% | 5,826 | $117K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,912 | $99K |
| Family Asset Management, LLC | 0.06% | Reduce -36.1% | 4,877 | $98K |
| Howe & Rusling Inc. | 0.01% | Add +14.0% | 4,877 | $98K |
| Colonial Trust Co / SC | 0.02% | No change | 4,682 | $94K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +164.9% | 4,492 | $91K |
| Continuum Advisory, LLC | 0.01% | New | 4,607 | $90K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +11.6% | 4,236 | $85K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 4,006 | $81K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -4.8% | 3,125 | $63K |
| UMB Bank, n.a. | 0.00% | No change | 2,962 | $60K |
| Allworth Financial LP | 0.00% | Add +41.8% | 2,878 | $58K |
| Fifth Third Bancorp | 0.00% | New | 2,450 | $49K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +25.9% | 2,279 | $46K |
| Tidemark, LLC | 0.02% | Add +4143.8% | 2,037 | $41K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.6% | 2,033 | $41K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -2.5% | 1,972 | $40K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,564 | $32K |
| Harbour Investments, Inc. | 0.00% | Reduce -71.1% | 1,470 | $30K |
| BlackRock Inc. | 0.00% | New | 1,458 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.1% | 1,290 | $25K |
| CoreCap Advisors, LLC | 0.00% | New | 1,170 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -1.4% | 1,167 | $24K |
| Old Second National Bank of Aurora | 0.01% | No change | 1,000 | $20K |
| Geneos Wealth Management Inc. | 0.00% | No change | 870 | $18K |
| Simplex Trading, LLC | 0.00% | Reduce -77.1% | 849 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 780 | $16K |
| Bank of Montreal | 0.00% | Add +271.5% | 743 | $15K |
| American Capital Advisory, LLC | 0.01% | No change | 693 | $14K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 600 | $12K |
| Retirement Group, LLC | 0.00% | Add +1.2% | 597 | $12K |
| Caldwell Trust Co | 0.00% | No change | 500 | $10K |
| AlphaMark Advisors, LLC | 0.00% | No change | 500 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 480 | $10K |
| Blair William & Co. | 0.00% | Add +42.5% | 426 | $9K |
| M&R Capital Management Inc. | 0.00% | No change | 375 | $8K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 375 | $8K |
| SRH Advisors, LLC | 0.00% | New | 347 | $7K |
| Robinswood Financial LLC | 0.00% | New | 280 | $6K |
| Blue Trust, Inc. | 0.00% | Add +721.2% | 271 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -93.3% | 155 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 125 | $3K |
| Castleview Partners, LLC | 0.00% | Add +2.0% | 101 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 97 | $2K |
| FMR LLC | 0.00% | Add +1366.7% | 88 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -95.0% | 84 | $2K |
| REAP Financial Group, LLC | 0.00% | Reduce -61.6% | 73 | $1K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 69 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 58 | $1K |
| GS Investments, Inc. | 0.00% | Reduce -86.8% | 50 | $1K |
| Balefire, LLC | 0.00% | New | 49 | $978 |
| Webster Bank, N. A. | 0.00% | New | 20 | $403 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 6 | $124 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $101 |
| Citigroup Inc. | 0.00% | Add +300.0% | 4 | $81 |
| Creekmur Asset Management LLC | 0.00% | Reduce -33.3% | 2 | $32 |
"% of holder's portfolio" is PFFD's weight in each manager's 13F, not the share of Global X US Preferred ETF the manager owns.