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 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-8.97K- 2.63% |
$162K - $170K
|
332K
$6.42M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.05K- 4.29% |
$164K - $172K
|
202K
$3.9M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 24.03% |
$189K - $198K
|
32.9K
$636K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.5K- 16.36% |
$207K - $217K
|
58.5K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-11.8K- 14.08% |
$214K - $225K
|
72.2K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-12K- 4.37% |
$218K - $228K
|
263K
$5.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-12.2K- 17.8% |
$220K - $231K
|
56.1K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-13K- 5.72% |
$236K - $247K
|
214K
$4.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-13.1K- 9.9% |
$237K - $248K
|
119K
$2.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-13.2K- 23.64% |
$239K - $250K
|
42.6K
$822K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-13.7K- 23.12% |
$248K - $260K
|
45.6K
$880K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-14.3K- 23.45% |
$258K - $271K
|
46.6K
$899K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-16K- 3.19% |
$290K - $303K
|
486K
$9.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-17.1K- 22.39% |
$310K - $325K
|
59.3K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.6K- 21.22% |
$319K - $334K
|
65.4K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-20.1K- 2.08% |
$364K - $381K
|
948K
$18.3M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.2K- 6.24% |
$383K - $401K
|
318K
$6.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-22.4K- 28.7% |
$406K - $425K
|
55.6K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-25.7K- 48.09% |
$466K - $488K
|
27.8K
$536K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-26.2K- 53.33% |
$475K - $498K
|
23K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-30.8K- 2.16% |
$558K - $584K
|
1.4M
$27M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-50.3K- 12.11% |
$910K - $953K
|
365K
$7.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-61.6K- 5.83% |
$1.11M - $1.17M
|
995K
$19.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-79.7K- 46.92% |
$1.44M - $1.51M
|
90.2K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-94.5K- 31.85% |
$1.71M - $1.79M
|
202K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-157K- 21.84% |
$2.84M - $2.97M
|
561K
$10.8M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-192K- 45.5% |
$3.47M - $3.64M
|
230K
$4.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-370K- 96.39% |
$6.71M - $7.02M
|
13.9K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-545K- 97.7% |
$9.87M - $10.3M
|
12.8K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-739K- 11.54% |
$13.4M - $14M
|
5.67M
$109M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.51M- 26.52% |
$27.3M - $28.6M
|
4.17M
$80.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.56M- 98.04% |
$28.3M - $29.6M
|
31.2K
$603K
|