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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.01K+ 7.53% |
$18.3K - $19.2K
|
14.4K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
979+ 113.05% |
$17.7K - $18.6K
|
1.85K
$35.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
828New |
$15K - $15.7K
|
828
$16K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
823New |
$14.9K - $15.6K
|
823
$15.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
809New |
$14.7K - $15.3K
|
809
$15.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
770+ 7.7% |
$13.9K - $14.6K
|
10.8K
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
677+ 1.4% |
$12.3K - $12.8K
|
49K
$946K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
536New |
$9.71K - $10.2K
|
536
$10.4K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
522+ 4.83% |
$9.45K - $9.9K
|
11.3K
$219K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
498New |
$9.02K - $9.45K
|
498
$9.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
463+ 4.44% |
$8.38K - $8.78K
|
10.9K
$210K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
441New |
$7.99K - $8.37K
|
441
$8.52K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
393+ 2.23% |
$7.12K - $7.46K
|
18K
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
360+ 1.48% |
$6.52K - $6.83K
|
24.7K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
348+ 1.54% |
$6.3K - $6.6K
|
23K
$444K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
280+ 0.41% |
$5.07K - $5.31K
|
68.9K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
237New |
$4.29K - $4.5K
|
237
$4.58K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
211+ 1.71% |
$3.82K - $4K
|
12.6K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
187+ 1.83% |
$3.39K - $3.55K
|
10.4K
$201K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
173+ 1.38% |
$3.13K - $3.28K
|
12.7K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
148+ 0.75% |
$2.68K - $2.81K
|
19.8K
$382K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
114+ 0.38% |
$2.06K - $2.16K
|
29.8K
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
101+ 0.65% |
$1.83K - $1.92K
|
15.6K
$301K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
98+ 0.99% |
$1.77K - $1.86K
|
9.98K
$193K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
75+ 1.24% |
$1.36K - $1.42K
|
6.14K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
70New |
$1.27K - $1.33K
|
70
$1.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
65New |
$1.18K - $1.23K
|
65
$1.26K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
33+ 1.31% |
$598 - $626
|
2.55K
$49.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
13+ 6.4% |
$235 - $247
|
216
$4.17K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.08% |
$145 - $152
|
10.6K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3New |
$54.3 - $56.9
|
3
$57.9
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.99% |
$54.3 - $56.9
|
305
$5.89K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 1.55% |
$36.2 - $37.9
|
131
$2.53K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2+ 2.04% |
$36.2 - $37.9
|
100
$1.93K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$18.1 - $19
|
27.4K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17- 94.44% |
$308 - $322
|
1
$19.3
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-27- 0.27% |
$489 - $512
|
10.1K
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-44- 23.4% |
$797 - $835
|
144
$2.78K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-132- 0.38% |
$2.39K - $2.5K
|
34.6K
$669K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-142- 10.22% |
$2.57K - $2.69K
|
1.25K
$24.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-156- 16.13% |
$2.83K - $2.96K
|
811
$15.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-161- 0.1% |
$2.92K - $3.05K
|
155K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-165- 1.25% |
$2.99K - $3.13K
|
13K
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-165- 10.01% |
$2.99K - $3.13K
|
1.48K
$28.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-170- 0.66% |
$3.08K - $3.22K
|
25.5K
$492K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-175- 14.69% |
$3.17K - $3.32K
|
1.02K
$19.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-191- 2.49% |
$3.46K - $3.62K
|
7.47K
$144K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-193- 6.66% |
$3.5K - $3.66K
|
2.7K
$52.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-208- 1.02% |
$3.77K - $3.95K
|
20.2K
$391K
|