Accel Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Accel Wealth Management’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 Q3	$199K	Sell	11,294 -279	-2%	-$5.12K	0.04%	296
2026 Q2	$216K	Sell	11,573 -13,751	-54%	-$259K	0.05%	279
2026 Q1	$466K	Sell	25,324 -7,357	-23%	-$141K	0.12%	158
2025 Q4	$618K	Sell	32,681 -7,508	-19%	-$144K	0.17%	129
2025 Q3	$781K	Sell	40,189 -6,388	-14%	-$123K	0.23%	102
2025 Q2	$877K	Sell	46,577 -14,265	-23%	-$266K	0.29%	83
2025 Q1	$1.16M	Buy	60,842 +8,106	+15%	+$159K	0.42%	64
2024 Q4	$1.03M	Buy	52,736 +4,205	+9%	+$85.7K	0.39%	64
2024 Q3	$1.01M	Buy	48,531 +6,336	+15%	+$128K	0.38%	68
2024 Q2	$830K	Sell	42,195 -6,928	-14%	-$136K	0.33%	75
2024 Q1	$990K	Sell	49,123 -836	-2%	-$16.7K	0.42%	62
2023 Q4	$969K	Sell	49,959 -24,770	-33%	-$461K	0.49%	55
2023 Q3	$1.41M	Sell	74,729 -4,581	-6%	-$87.6K	0.78%	38
2023 Q2	$1.54M	Buy	79,310 +7,574	+11%	+$147K	0.85%	35
2023 Q1	$1.42M	Buy	71,736 +1,385	+2%	+$28.5K	0.58%	48
2022 Q4	$1.36M	Buy	70,351 +2,718	+4%	+$54.2K	0.65%	42
2022 Q3	$1.41M	Buy	67,633 +348	+0.5%	+$7.53K	0.75%	35
2022 Q2	$1.45M	Sell	67,285 -1,941	-3%	-$42.1K	0.83%	32
2022 Q1	$1.62M	Buy	69,226 +437	+0.6%	+$10.5K	0.84%	33
2021 Q4	$1.77M	Buy	68,789 +24,183	+54%	+$620K	0.87%	34
2021 Q3	$1.15M	Buy	44,606 +24,719	+124%	+$643K	0.74%	40
2021 Q2	$520K	Buy	19,887 +14,399	+262%	+$371K	0.34%	69
2021 Q1	$140K	Buy	5,488 +4,384	+397%	+$111K	0.11%	173
2020 Q4	$29K	Buy	+1,104	New	+$27.9K	0.03%	410

Other funds holding PFFD

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Accel Wealth Management's PFFD Position: Q3 2026 in Review

Accel Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 2.4% in Q3 2026, selling an estimated $5.12K and leaving 11,294 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #296.

Accel Wealth Management first reported a position in PFFD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.77M in Q4 2021. 26 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Accel Wealth Management held 11,294 shares of Global X US Preferred ETF worth $199K as of Q3 2026.
Accel Wealth Management sold 279 Global X US Preferred ETF shares in Q3 2026, an estimated $5.12K.
Global X US Preferred ETF made up 0.04% of Accel Wealth Management's portfolio in Q3 2026, its #296 holding.
Accel Wealth Management first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 24 quarters since.
Accel Wealth Management's Global X US Preferred ETF position peaked at $1.77M in Q4 2021.
26 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.