Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
560KNew |
$10.5M - $11.1M
|
560K
$10.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
226K+ 340.53% |
$4.26M - $4.48M
|
293K
$5.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
120KNew |
$2.26M - $2.38M
|
120K
$2.32M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
63.9K+ 0.92% |
$1.2M - $1.26M
|
7.03M
$136M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
28.3K+ 10.65% |
$532K - $560K
|
294K
$5.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
22.8K+ 6.32% |
$430K - $452K
|
384K
$7.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
14.4K+ 2.96% |
$271K - $285K
|
500K
$9.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.1K+ 3.06% |
$266K - $279K
|
475K
$9.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.6K+ 0.94% |
$238K - $250K
|
1.36M
$26.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
12K+ 1.27% |
$227K - $239K
|
960K
$18.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.4K+ 6.11% |
$196K - $206K
|
181K
$3.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.11K+ 23.98% |
$115K - $121K
|
31.6K
$610K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.72K+ 26.97% |
$108K - $113K
|
26.9K
$520K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.48K+ 26.79% |
$84.4K - $88.8K
|
21.2K
$410K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.24K+ 4.97% |
$61K - $64.2K
|
68.4K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.21K+ 4.56% |
$60.4K - $63.5K
|
73.6K
$1.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.95K+ 7.0% |
$55.5K - $58.4K
|
45.1K
$870K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
638+ 1.88% |
$12K - $12.6K
|
34.6K
$668K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
449+ 1.96% |
$8.45K - $8.89K
|
23.4K
$452K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
378New |
$7.11K - $7.48K
|
378
$7.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
340+ 0.68% |
$6.4K - $6.73K
|
50.1K
$968K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
311+ 57.06% |
$5.85K - $6.16K
|
856
$16.5K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
212+ 0.64% |
$3.99K - $4.2K
|
33.2K
$640K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
192+ 0.42% |
$3.61K - $3.8K
|
45.8K
$884K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
61+ 1.47% |
$1.15K - $1.21K
|
4.22K
$81.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60New |
$1.13K - $1.19K
|
60
$1.16K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
59+ 0.3% |
$1.11K - $1.17K
|
19.8K
$383K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
32+ 1.26% |
$602 - $634
|
2.58K
$49.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 1.48% |
$226 - $238
|
823
$15.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2+ 0.01% |
$37.6 - $39.6
|
28.2K
$544K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2+ 2.0% |
$37.6 - $39.6
|
102
$1.97K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-49- 0.31% |
$922 - $970
|
15.5K
$300K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-59- 0.57% |
$1.11K - $1.17K
|
10.3K
$199K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-183- 1.75% |
$3.44K - $3.62K
|
10.3K
$198K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-677- 83.68% |
$12.7K - $13.4K
|
132
$2.55K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-799- 14.49% |
$15K - $15.8K
|
4.72K
$91.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-802- 5.55% |
$15.1K - $15.9K
|
13.6K
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-841- 5.67% |
$15.8K - $16.7K
|
14K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.15K- 1.71% |
$21.7K - $22.8K
|
66K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.61K- 1.3% |
$30.3K - $31.8K
|
122K
$2.36M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-1.71K- 2.3% |
$32.2K - $33.9K
|
72.7K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.81K- 4.8% |
$34K - $35.8K
|
35.8K
$692K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 60.51% |
$37.6K - $39.6K
|
1.31K
$25.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-2.15K- 1.71% |
$40.5K - $42.6K
|
123K
$2.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-2.19K- 17.45% |
$41.3K - $43.4K
|
10.4K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-2.21K- 32.29% |
$41.7K - $43.8K
|
4.64K
$89.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.24K- 7.25% |
$79.9K - $84K
|
54.3K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.37K- 7.15% |
$82.2K - $86.5K
|
56.8K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.04K- 3.28% |
$94.8K - $99.7K
|
149K
$2.87M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-6.39K- 13.71% |
$120K - $126K
|
40.2K
$776K
|