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PFFD icon

Abound Financial’s Global X US Preferred ETF PFFD Stock Holding History

Abound Financial’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 		$50.7K Hold
2,712
– – 0.02% 124
2026
Q1 		$49.9K Hold
2,712
– – 0.02% 118
2025
Q4 		$51.3K Buy
+2,712
New +$51.9K 0.02% 115
2025
Q2 		– Sell
-2,838
Closed -$54K – 207
2025
Q1 		$54K Sell
2,838
-97,764
-97% -$1.92M 0.03% 112
2024
Q4 		$1.96M Buy
+100,602
New +$2.05M 0.99% 21

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Abound Financial's PFFD Position: Q2 2026 in Review

Abound Financial held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 2,712 shares worth $50.7K. The position accounts for 0.02% of the portfolio, ranked #124.

Abound Financial first reported a position in PFFD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.96M in Q4 2024. 280 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Abound Financial held 2,712 shares of Global X US Preferred ETF worth $50.7K as of Q2 2026.
  • Abound Financial left its Global X US Preferred ETF share count unchanged in Q2 2026.
  • Global X US Preferred ETF made up 0.02% of Abound Financial's portfolio in Q2 2026, its #124 holding.
  • Abound Financial first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 5 quarters since.
  • Abound Financial's Global X US Preferred ETF position peaked at $1.96M in Q4 2024.
  • 280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.