1620 Investment Advisors’s Global X US Preferred ETF PFFD Stock Holding History

1620 Investment Advisors’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$511K	Buy	27,336 +2,598	+11%	+$49K	0.32%	87
2026 Q1	$455K	Buy	24,738 +2,169	+10%	+$41.5K	0.31%	95
2025 Q4	$427K	Buy	22,569 +1,354	+6%	+$25.9K	0.28%	101
2025 Q3	$412K	Buy	21,215 +4,483	+27%	+$86.6K	0.28%	105
2025 Q2	$315K	Buy	16,732 +3,190	+24%	+$59.4K	0.22%	118
2025 Q1	$258K	Buy	13,542 +4,152	+44%	+$81.5K	0.2%	132
2024 Q4	$183K	Buy	+9,390	New	+$191K	0.14%	160

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

1620 Investment Advisors's PFFD Position: Q2 2026 in Review

1620 Investment Advisors increased its Global X US Preferred ETF (PFFD) stake by 11% in Q2 2026, buying an estimated $49K and bringing the position to 27,336 shares worth $511K. The position accounts for 0.32% of the portfolio, ranked #87.

1620 Investment Advisors first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

1620 Investment Advisors held 27,336 shares of Global X US Preferred ETF worth $511K as of Q2 2026.
1620 Investment Advisors bought 2,598 Global X US Preferred ETF shares in Q2 2026, an estimated $49K.
Global X US Preferred ETF made up 0.32% of 1620 Investment Advisors's portfolio in Q2 2026, its #87 holding.
1620 Investment Advisors first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.