Purchases and Sales Made in Q2 2025 in Global X Fds U S Pfd ETF (De) (PFFD)
This table provides information about the institutional ownership of Global X Fds U S Pfd ETF (De) (PFFD) during Q2 2025. The information is specifically focused on institutions that hold shares of GLOBAL X FDS U S PFD ETF (DE) .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.6KNew |
$283K - $296K
|
15.6K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15.5K+ 28.23% |
$280K - $294K
|
70.4K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.7KNew |
$248K - $260K
|
13.7K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 179.07% |
$246K - $258K
|
21.2K
$409K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$206K - $216K
|
11.4K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10.9K+ 75.5% |
$198K - $207K
|
25.4K
$490K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.4K+ 6.49% |
$188K - $197K
|
170K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.3K+ 7.53% |
$187K - $196K
|
148K
$2.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.2KNew |
$185K - $194K
|
10.2K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
9.75K+ 8.11% |
$177K - $185K
|
130K
$2.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
8.47K+ 0.77% |
$153K - $161K
|
1.1M
$21.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.38K+ 7.16% |
$152K - $159K
|
125K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.9KNew |
$143K - $150K
|
7.9K
$153K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.67K+ 9.29% |
$139K - $146K
|
90.2K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.58K+ 46.92% |
$137K - $144K
|
23.7K
$458K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
6.86KNew |
$124K - $130K
|
6.86K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.45KNew |
$98.7K - $103K
|
5.45K
$105K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.19K+ 16.43% |
$93.9K - $98.4K
|
36.8K
$710K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.18K+ 5.62% |
$93.8K - $98.3K
|
97.4K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.1KNew |
$92.4K - $96.7K
|
5.1K
$98.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.92K+ 718.71% |
$89K - $93.3K
|
5.6K
$108K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4.52K+ 1.51% |
$81.9K - $85.8K
|
305K
$5.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.31K+ 5.6% |
$78K - $81.7K
|
81.2K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.23K+ 5.37% |
$76.5K - $80.1K
|
82.9K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.15KNew |
$75.2K - $78.8K
|
4.15K
$80.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.94K+ 1.71% |
$71.4K - $74.8K
|
235K
$4.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.82K+ 17.27% |
$69.1K - $72.4K
|
25.9K
$501K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
3.65K+ 5.85% |
$66.1K - $69.2K
|
66K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.54KNew |
$64.2K - $67.2K
|
3.54K
$68.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.3K+ 3.94% |
$59.7K - $62.6K
|
87.1K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.29K+ 7.36% |
$59.5K - $62.3K
|
47.9K
$925K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.19K+ 23.56% |
$57.8K - $60.5K
|
16.7K
$323K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.97K+ 116.99% |
$53.9K - $56.4K
|
5.52K
$107K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.95K+ 13.92% |
$53.5K - $56K
|
24.2K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2.95K+ 23.41% |
$53.4K - $55.9K
|
15.5K
$300K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.65K+ 3442.86% |
$48K - $50.3K
|
2.73K
$52.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.49K+ 2.75% |
$45.1K - $47.2K
|
93.1K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.44K+ 6.94% |
$44.2K - $46.3K
|
37.6K
$726K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.43K+ 3.87% |
$44K - $46.1K
|
65.2K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.42K+ 40.55% |
$43.7K - $45.8K
|
8.37K
$162K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.32K+ 9.55% |
$42.1K - $44.1K
|
26.6K
$514K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.14K+ 4.51% |
$38.7K - $40.5K
|
49.5K
$957K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.13K+ 8.17% |
$38.5K - $40.3K
|
28.1K
$544K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2K+ 15.24% |
$36.2K - $37.9K
|
15.1K
$292K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.99K+ 7.6% |
$36K - $37.7K
|
28.1K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 2.99% |
$35.8K - $37.5K
|
68.2K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.64K+ 3.9% |
$29.6K - $31.1K
|
43.6K
$843K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.61K+ 9.61% |
$29.1K - $30.4K
|
18.3K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 7.57% |
$25.4K - $26.6K
|
19.9K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.25K+ 12.5% |
$22.6K - $23.7K
|
11.3K
$217K
|