Global X US Preferred ETFPFFDETF

13F holders, Q1 2025 (March 31)
289holders −6
23new positions
26sold out
2famous investors
$19.04avg. 13F price*

At the end of Q1 2025, 289 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings, down 6 from Q4 2024. 23 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($121.9M), LPL Financial LLC ($108.1M) and Morgan Stanley ($82.0M). 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

0100200300 Q1 2024: 254Q1 2024Q2 2024: 260Q2 2024Q3 2024: 268Q3 2024Q4 2024: 295Q4 2024Q1 2025: 289Q1 2025Q2 2025: 289Q2 2025Q3 2025: 281Q3 2025Q4 2025: 284Q4 2025Q1 2026: 283Q1 2026Q2 2026: 281Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions23$16.9M
Exits26$17.8M

All 13F filers, Q4 2024 → Q1 2025: 4,764,328 shares bought and 5,985,404 shares sold, net −1,221,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 289 holders

Bank of America Corp. 0.01% Add +3.7% 6,404,093 $121.9M
LPL Financial LLC 0.04% Reduce -30.8% 5,675,876 $108.1M
Morgan Stanley 0.01% Reduce -0.8% 4,305,724 $82.0M
Global X Japan Co., Ltd. 6.94% Add +17.2% 3,173,111 $60.4M
Wells Fargo & Company 0.01% Reduce -2.3% 2,348,782 $44.7M
Hennion & Walsh Asset Management, Inc. 1.35% Add +8.7% 1,593,344 $30.3M
Lido Advisors, LLC 0.17% Add +10.5% 1,492,124 $28.4M
Envestnet Asset Management Inc. 0.01% Add +11.1% 1,433,222 $27.3M
Full Sail Capital, LLC 1.76% Add +4.3% 1,426,866 $27.2M
State of Wisconsin - Board of Commissioners of Public Lands 16.49% No change 1,341,305 $25.5M
Cwm, LLC 0.10% Add +2.0% 1,326,042 $25.2M
Rational Advisors, Inc. 2.18% Reduce -6.0% 1,093,947 $20.8M
Raymond James Financial Inc. 0.01% Add +5.5% 1,056,338 $20.1M
Creative Planning 0.02% Add +2.6% 1,031,298 $19.6M
Flaharty Asset Management, LLC 2.76% Add +8.2% 1,003,503 $19.1M
Tiller Private Wealth, Inc. 7.67% Add +3.8% 967,685 $18.4M
Cetera Investment Advisers 0.04% Add +30.8% 953,135 $18.1M
FUKOKU MUTUAL LIFE INSURANCE Co 1.30% No change 919,000 $17.5M
UBS Group AG 0.00% Add +10.3% 918,602 $17.5M
Assetmark, Inc. 0.04% Reduce -0.9% 811,999 $15.5M
Ameriprise Financial Inc. 0.00% Add +45.5% 750,379 $14.3M
Royal Bank of Canada 0.00% Add +5.4% 717,579 $13.7M
Steward Partners Investment Advisory, LLC 0.10% Add +8.0% 603,090 $11.5M
Sei Investments Co. 0.01% Add +19.4% 580,601 $11.1M
Conning Inc. 0.41% No change 580,200 $11.0M
Modern Wealth Management, LLC 0.34% Reduce -3.6% 557,594 $10.6M
Collective Family Office LLC 2.58% Add +25.1% 502,065 $9.6M
Columbus Macro, LLC 1.20% Add +33.4% 477,489 $9.1M
Trinity Legacy Partners, LLC 2.13% Add +25.3% 446,546 $8.4M
Park Avenue Securities LLC 0.10% Add +15.3% 436,818 $8.3M
Naples Global Advisors, LLC 0.78% Add +11.2% 428,847 $8.2M
David Kennon Inc 3.19% Add +7.2% 421,415 $8.0M
Ahl Investment Management, Inc. 5.50% Add +8.6% 419,233 $8.0M
Collaborative Wealth Managment Inc. 3.69% Add +1.6% 414,831 $7.9M
KWB Wealth 0.90% Reduce -6.8% 384,133 $7.5M
Aire Advisors, LLC 1.37% Add +2.9% 341,206 $6.5M
MAI Capital Management 0.05% Add +53.8% 340,532 $6.5M
Compton Financial Group, LLC 1.86% New 340,055 $6.5M
HighTower Advisors, LLC 0.01% Reduce -11.3% 339,030 $6.5M
Prairiewood Capital, LLC 2.62% Add +13.5% 338,789 $6.5M
BNP Paribas Financial Markets 0.00% Reduce -4.5% 329,184 $6.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -0.9% 320,163 $6.1M
Kestra Advisory Services, LLC 0.03% Add +17.4% 315,721 $6.0M
MML Investors Services, LLC 0.02% Reduce -4.7% 304,892 $5.8M
Iron Horse Wealth Management, LLC 1.83% Reduce -32.3% 300,139 $5.7M
SBI Securities Co., Ltd. 0.19% Add +1.8% 296,870 $5.7M
New York Life Investment Management LLC 0.05% Add +38.6% 279,120 $5.3M
Sound Income Strategies, LLC 0.31% Add +4.7% 277,964 $5.3M
Texas Yale Capital Corp. 0.22% Add +8.7% 275,259 $5.2M
WealthTrust Axiom LLC 1.58% Add +1.1% 272,387 $5.2M
SWS Partners 1.56% Add +10.7% 249,210 $4.7M
Focus Partners Wealth 0.01% Reduce -14.4% 239,457 $4.6M
Integras Partners LLC 4.31% Reduce -11.9% 236,650 $4.5M
Baird Financial Group, Inc. 0.01% Reduce -0.5% 230,583 $4.4M
Appleton Partners Inc. 0.33% Add +4.3% 227,429 $4.3M
Robertson Stephens Wealth Management, LLC 0.15% Reduce -3.6% 217,270 $4.1M
Leicht Financial Planning & Wealth Management, Inc. 2.12% Add +6.5% 212,644 $4.0M
Mariner, LLC 0.01% Reduce -15.8% 210,307 $4.0M
Blue Edge Capital, LLC 0.60% Reduce -0.6% 195,361 $3.7M
Eagle Harbor Asset Management Inc. 3.47% Add +17.0% 179,532 $3.4M
Private Advisor Group, LLC 0.02% Reduce -2.4% 169,861 $3.2M
Fifth Third Securities, Inc. 0.26% Add +10.3% 159,840 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.2% 155,630 $3.0M
AlphaCore Capital LLC 0.25% New 155,471 $3.0M
Goldman Sachs Group Inc. 0.00% Add +1157.8% 153,598 $2.9M
Stratos Wealth Partners, LTD. 0.04% Add +6.4% 144,173 $2.7M
Collier Financial 2.31% New 142,813 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +153.6% 141,924 $2.7M
Rockport Wealth LLC 0.92% Add +63.5% 137,221 $2.6M
Prepared Retirement Institute LLC 1.60% Reduce -32.7% 132,001 $2.5M
Osaic Holdings, Inc. 0.01% Reduce -17.4% 129,257 $2.5M
Gerber Kawasaki Wealth & Investment Management 0.11% Add +5.9% 124,773 $2.4M
Trajan Wealth LLC 0.13% New 124,213 $2.4M
Gladstone Institutional Advisory LLC 0.11% Add +25.4% 124,075 $2.4M
&partners 0.02% Add +84.1% 121,427 $2.3M
Note Advisors, LLC 1.89% Add +9.4% 120,227 $2.3M
Great Valley Advisor Group, Inc. 0.05% Add +57.7% 119,502 $2.3M
Crews Bank & Trust 0.38% Reduce -4.1% 117,005 $2.2M
Grey Ledge Advisors, LLC 0.58% Reduce -43.7% 116,167 $2.2M
Cyndeo Wealth Partners, LLC 0.12% No change 98,439 $1.9M
Kestra Investment Management, LLC 0.03% Add +232.9% 111,532 $1.8M
Cibc World Markets Corp. 0.01% Add +2.8% 92,172 $1.8M
Equitable Holdings, Inc. 0.02% Add +22.3% 90,594 $1.7M
Cibc World Market Inc. 0.00% No change 86,600 $1.6M
Apollon Financial, LLC 0.38% Reduce -1.6% 84,833 $1.6M
Perissos Private Wealth Management, LLC 1.46% Reduce -0.3% 84,027 $1.6M
CreativeOne Wealth, LLC 0.05% Reduce -0.4% 83,762 $1.6M
Financial Advocates Investment Management 0.11% Add +263.7% 82,974 $1.6M
NewEdge Advisors, LLC 0.01% Add +15.6% 82,567 $1.6M
Principal Securities, Inc. 0.03% Add +1.3% 76,861 $1.5M
Merit Financial Group, LLC 0.02% Reduce -55.7% 78,050 $1.5M
FF Advisors,LLC 0.84% Reduce -2.3% 78,666 $1.5M
Good Life Advisors, LLC 0.10% Add +53.2% 76,459 $1.5M
Investors Research Corp 0.31% Reduce -0.1% 75,310 $1.4M
Mutual Advisors, LLC 0.04% Add +2.6% 75,907 $1.4M
Apollon Wealth Management, LLC 0.03% Add +4.7% 70,002 $1.3M
Duncker Streett & Co. Inc. 0.26% Reduce -1.6% 68,912 $1.3M
Advisors Capital Management, LLC 0.02% Add +4.2% 68,582 $1.3M
Prospect Financial Services LLC 0.72% Add +21.0% 68,289 $1.3M
Flagship Harbor Advisors, LLC 0.07% Add +5.9% 67,948 $1.3M
Plan Group Financial, LLC 0.46% Add +317.8% 67,789 $1.3M
Waverly Advisors, LLC 0.02% Reduce -0.4% 66,182 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -33.6% 64,860 $1.2M
Plimoth Trust Co. LLC 0.31% Reduce -9.2% 62,775 $1.2M
Unison Advisors LLC 0.15% Add +2.3% 62,383 $1.2M
Accel Wealth Management 0.42% Add +15.4% 60,842 $1.2M
RHS Financial, LLC 0.63% Reduce -28.6% 59,267 $1.1M
Bluefin Capital Management, LLC 0.93% — 58,906 $1.1M
Eagle Strategies LLC 0.18% Add +29.5% 54,872 $1.0M
Kohmann Bosshard Financial Services, LLC 0.12% Reduce -8.4% 53,474 $1.0M
Janney Montgomery Scott LLC 0.00% Add +51.0% 49,728 $947K
FLC Capital Advisors 0.21% Add +0.1% 49,181 $936K
Rockefeller Capital Management L.P. 0.00% Reduce -87.0% 48,333 $920K
Vestmark Advisory Solutions, Inc. 0.02% New 47,533 $905K
Nwam LLC 0.08% Add +3.7% 47,406 $903K
Alteri Wealth LLC 0.37% Add +34.0% 44,620 $850K
TrueWealth Advisors, LLC 0.27% Reduce -1.5% 43,362 $826K
Triumph Capital Management 0.27% Add +5.5% 41,999 $800K
Essex Financial Services, Inc. 0.05% No change 39,671 $755K
L & S Advisors Inc 0.10% Reduce -1.0% 39,136 $745K
JPMorgan Chase & Co. 0.00% Reduce -0.7% 39,103 $745K
Susquehanna International Group, LLP 0.00% Add +254.7% 37,747 $719K
Integral Investment Advisors, Inc. 0.23% Add +15.8% 37,651 $717K
American Institute for Advanced Investment Management, LLP 0.54% Add +4.0% 36,908 $703K
Crew Capital Management, Ltd 0.56% Reduce -0.4% 35,793 $681K
Avantax Advisory Services, Inc. 0.00% Add +5.5% 35,161 $669K
Intrepid Financial Planning Group LLC 0.31% Reduce -5.3% 34,768 $662K
Western Wealth Management, LLC 0.04% Add +23.0% 34,536 $658K
Hickory Asset Management, Inc. 0.58% Add +0.7% 34,199 $651K
Inspire Advisors, LLC 0.07% Add +10.5% 33,902 $645K
Private Trust Co. NA 0.07% Reduce -9.1% 33,462 $637K
Acorn Wealth Advisors, LLC 0.26% Reduce -0.3% 32,850 $625K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.7% 31,571 $601K
Activest Wealth Management 0.15% Reduce -0.5% 29,643 $564K
Meridian Wealth Advisors, LLC 0.09% Add +3.6% 29,000 $552K
Corient Private Wealth LP 0.00% Reduce -3.8% 27,597 $525K
Medallion Wealth Advisors, LLC 0.24% Add +7.5% 27,649 $525K
MSH Capital Advisors LLC 0.16% Add +3.7% 26,358 $502K
Centaurus Financial, Inc. 0.03% Reduce -10.5% 26,132 $498K
CSM Advisors, LLC 0.03% No change 26,100 $497K
Madrona Financial Services, LLC 0.14% Add +4.3% 26,024 $495K
Segall Bryant & Hamill, LLC 0.01% Reduce -4.1% 25,810 $491K
WealthBridge Capital Management, LLC 0.14% Reduce -2.6% 25,700 $489K
Perigon Wealth Management, LLC 0.01% Reduce -0.0% 25,639 $488K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -47.5% 25,480 $485K
Nelson Capital Management, LLC 0.08% Reduce -18.8% 24,332 $463K
Barnes Wealth Management Group, Inc 0.30% Add +11.5% 24,320 $463K
Firestone Capital Management 0.12% Add +0.3% 23,251 $443K
CENTRAL TRUST Co 0.01% Add +4.6% 22,920 $436K
Level Four Advisory Services, LLC 0.02% Reduce -5.6% 22,665 $432K
Gotham Asset Management 0.00% Add +6.3% 22,651 $431K
Cornerstone Wealth Management, LLC 0.03% Reduce -6.7% 21,868 $416K
Austin Wealth Management, LLC 0.08% Add +8.3% 21,875 $410K
Endeavor Private Wealth, Inc. 0.22% Add +358.1% 21,354 $407K
Wealthcare Advisory Partners LLC 0.01% Add +7.8% 21,218 $404K
Millington Financial Advisors, LLC 0.25% Add +6.5% 22,110 $401K
RVW Wealth, LLC 0.04% No change 20,803 $396K
Oppenheimer & Co. Inc. 0.01% Reduce -55.1% 20,781 $396K
Stifel Financial Corp. 0.00% Reduce -24.6% 20,628 $393K
WCG Wealth Advisors LLC 0.03% Reduce -6.4% 20,435 $389K
Syntegra Private Wealth Group, LLC 0.05% Reduce -4.0% 20,252 $386K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 20,000 $383K
Beacon Financial Group 0.04% Add +25.6% 19,635 $374K
AMG National Trust Bank 0.01% No change 19,088 $363K
IHT Wealth Management, LLC 0.01% Reduce -31.8% 18,542 $353K
GeoWealth Management, LLC 0.01% Add +2.5% 17,611 $335K
Jaffetilchin Investment Partners, LLC 0.02% Add +1.0% 17,554 $334K
Whittier Trust Co. 0.00% Reduce -8.5% 17,446 $332K
IFP Advisors, Inc 0.01% Add +4.8% 17,226 $328K
CFO4Life Group, LLC 0.05% Reduce -54.5% 16,888 $322K
Howard Bailey Securities, LLC 0.11% Add +27.7% 16,811 $320K
Advisors Management Group Inc. 0.07% Reduce -98.4% 16,806 $320K
Advisory Services Network, LLC 0.01% Reduce -22.5% 16,707 $318K
Sunbelt Securities, Inc. 0.03% Add +6.8% 16,395 $312K
First Citizens Bank & Trust Co. 0.01% Add +9.5% 16,155 $308K
Focus Financial Network, Inc. 0.01% Reduce -2.8% 15,490 $295K
Lewis Asset Management, LLC 0.24% Reduce -1.8% 15,401 $293K
Channel Wealth LLC 0.09% Reduce -9.7% 15,349 $292K
Citadel Advisors 0.00% New 15,244 $290K
WBH Advisory Inc. 0.03% New 14,451 $275K
Independent Financial Group, LLC 0.01% Reduce -1.2% 14,000 $267K
1620 Investment Advisors, Inc. 0.20% Add +44.2% 13,542 $258K
Sowell Financial Services LLC 0.01% No change 13,437 $256K
Avior Wealth Management, LLC 0.01% Reduce -5.6% 13,176 $251K
Comerica Bank 0.00% Add +0.0% 13,126 $250K
Scotia Capital Inc. 0.00% No change 12,590 $240K
Freedom Investment Management, Inc. 0.02% Reduce -44.2% 12,525 $238K
Lanark Financial, Inc. 0.02% — 12,493 $237K
US Bancorp \de 0.00% Add +16.7% 12,358 $235K
Pathstone Holdings, LLC 0.00% No change 12,175 $232K
Ignite Planners, LLC 0.05% Reduce -22.0% 12,349 $230K
Cornerstone Select Advisors, LLC 0.22% Reduce -8.1% 12,049 $229K
MIdWestOne Financial Group, Inc. 0.03% No change 12,000 $228K
NBT Bank, N.A. 0.02% No change 12,000 $228K
Oxinas Partners, LLC 0.13% Reduce -18.7% 11,802 $225K
My Legacy Advisors, LLC 0.09% Reduce -0.6% 11,754 $224K
Keystone Financial Group 0.02% No change 11,600 $221K
Two Sigma Securities, LLC 0.03% New 11,257 $214K
J.W. Cole Advisors, Inc. 0.01% New 10,832 $206K
American Investment Services, Inc. 0.04% Add +0.8% 10,806 $206K
Breakwater Capital Group 0.04% Reduce -24.0% 10,804 $206K
SeaCrest Wealth Management, LLC 0.02% Reduce -21.2% 10,587 $202K
MeadowBrook Investment Advisors LLC 0.19% No change 10,465 $199K
AE Wealth Management LLC 0.00% Add +3.1% 10,437 $199K
Perennial Investment Advisors, LLC 0.02% Reduce -2.0% 10,260 $195K
HF Advisory Group, LLC 0.08% Reduce -11.7% 10,199 $194K
Alpha Cubed Investments, LLC 0.01% New 10,166 $194K
Onyx Bridge Wealth Group LLC 0.03% Add +0.9% 10,111 $193K
Summit Trail Advisors, LLC 0.01% New 10,000 $190K
Cary Street Partners Financial LLC 0.01% No change 10,000 $190K
Cullen/Frost Bankers, Inc. 0.00% No change 10,000 $190K
PNC Financial Services Group, Inc. 0.00% No change 10,000 $190K
Larson Financial Group LLC 0.01% Add +0.9% 9,881 $188K
Albion Financial Group 0.01% No change 9,154 $174K
Golden State Wealth Management, LLC 0.02% Add +47.2% 8,626 $164K
Continuum Advisory, LLC 0.02% Add +75.9% 8,218 $156K
Chilton Capital Management LLC 0.01% No change 8,214 $156K
Front Row Advisors LLC 0.06% No change 8,000 $152K
Tidemark, LLC 0.05% Reduce -11.2% 7,658 $146K
Farther Finance Advisors, LLC 0.00% Add +13462.5% 7,595 $144K
Howe & Rusling Inc. 0.01% Add +44.3% 7,508 $143K
Atlas Capital Advisors Inc. 0.02% No change 7,453 $142K
Running Point Capital Advisors, LLC 0.04% Reduce -16.4% 6,874 $131K
Future Financial Wealth Managment LLC 0.09% Reduce -1.6% 6,205 $118K
CIBC Private Wealth Group LLC 0.00% No change 6,510 $118K
Winthrop Capital Management, LLC 0.03% Reduce -0.0% 6,065 $115K
Qube Research & Technologies Ltd 0.00% Add +45.9% 5,956 $113K
Creative Financial Designs Inc. 0.01% Reduce -22.2% 5,252 $100K
GPS Wealth Strategies Group, LLC 0.01% Reduce -13.3% 5,216 $99K
Whittier Trust Co. of Nevada Inc. 0.00% No change 4,912 $93K
Pinnacle Bancorp, Inc. 0.02% No change 4,006 $76K
Angeles Wealth Management, LLC 0.00% No change 3,054 $58K
UMB Bank, n.a. 0.00% No change 2,962 $56K
Cherry Tree Wealth Management, LLC 0.01% Reduce -80.1% 2,896 $55K
Abound Financial, LLC 0.03% Reduce -97.2% 2,838 $54K
Geneos Wealth Management Inc. 0.00% No change 2,542 $48K
Vermillion Wealth Management, Inc. 0.01% Add +1.3% 2,516 $48K
Anderson Financial Strategies, LLC 0.03% New 2,422 $46K
Simplex Trading, LLC 0.00% Add +226.6% 2,361 $44K
First Horizon Advisors, Inc. 0.00% Add +32.7% 1,649 $31K
Rialto Wealth Management, LLC 0.01% No change 1,566 $30K
Aptus Capital Advisors, LLC 0.00% Reduce -47.2% 1,564 $30K
Allworth Financial LP 0.00% No change 1,446 $27K
New Millennium Group LLC 0.02% Reduce -22.7% 1,390 $26K
Glass Jacobson Investment Advisors llc 0.01% No change 1,191 $23K
Bank of Montreal 0.00% No change 1,120 $21K
Old Second National Bank of Aurora 0.00% No change 1,000 $19K
ORG Partners LLC 0.00% Add +23.2% 967 $18K
WPG Advisers, LLC 0.02% Add +12.5% 866 $16K
Global Wealth Strategies & Associates 0.00% Reduce -66.1% 717 $14K
American Capital Advisory, LLC 0.01% No change 693 $13K
Harbour Investments, Inc. 0.00% No change 684 $13K
Ameritas Investment Partners, Inc. 0.00% Add +21.0% 605 $12K
CoreCap Advisors, LLC 0.00% Reduce -47.2% 545 $10K
Webster Bank, N. A. 0.00% Add +24.6% 526 $10K
Noble Wealth Management PBC 0.01% New 500 $10K
Caldwell Trust Co 0.00% No change 498 $9K
Coldstream Capital Management Inc. 0.00% New 491 $9K
Fortis Group Advisors, LLC 0.00% No change 375 $7K
Realta Investment Advisors 0.00% New 366 $7K
Kiker Wealth Management, LLC 0.00% New 364 $7K
EverSource Wealth Advisors, LLC 0.00% Reduce -76.7% 302 $6K
Sachetta, LLC 0.00% No change 300 $6K
Ridgewood Investments LLC 0.00% Reduce -50.0% 296 $6K
Spire Wealth Management 0.00% New 276 $5K
Citigroup Inc. 0.00% Add +6250.0% 254 $5K
Parkside Financial Bank & Trust 0.00% New 227 $4K
Park Square Financial Group, LLC 0.00% No change 203 $4K
Wilmington Savings Fund Society, FSB 0.00% New 196 $4K
Transce3nd, LLC 0.00% Reduce -28.5% 188 $4K
Ancora Advisors LLC 0.00% No change 154 $3K
Nemes Rush Group LLC 0.00% Add +1.6% 129 $2K
North Capital, Inc. 0.00% — 98 $2K
Delta Asset Management LLC 0.00% No change 97 $2K
National Bank of Canada 0.00% No change 95 $2K
Blair William & Co. 0.00% Add +1.3% 77 $1K
REAP Financial Group, LLC 0.00% Add +4.3% 73 $1K
FMR LLC 0.00% Reduce -92.9% 60 $1K
PSI Advisors, LLC 0.00% Reduce -96.5% 44 $842
Harbor Investment Advisory, LLC 0.00% New 39 $743
West Paces Advisors Inc. 0.00% New 36 $685
Christopher J. Hasenberg, Inc 0.00% No change 35 $663
Compass Financial Services Inc 0.00% New 35 $660
Darwin Wealth Management, LLC 0.00% No change 20 $390
O'shaughnessy Asset Management, LLC 0.00% Reduce -88.8% 18 $343
Valley Wealth Managers, Inc. 0.00% Add +16.7% 7 $125
Fourth Dimension Wealth, LLC 0.00% No change 6 $114
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $96
Creekmur Asset Management LLC 0.00% Reduce -50.0% 1 $16

"% 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.