Acorn Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Acorn Wealth 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	$557K	Sell	29,807 -108	-0.4%	-$2.04K	0.14%	146
2026 Q1	$550K	Sell	29,915 -230	-0.8%	-$4.4K	0.16%	126
2025 Q4	$570K	Sell	30,145 -506	-2%	-$9.68K	0.17%	122
2025 Q3	$596K	Buy	30,651 +24	+0.1%	+$464	0.19%	122
2025 Q2	$577K	Sell	30,627 -2,223	-7%	-$41.4K	0.21%	102
2025 Q1	$625K	Sell	32,850 -95	-0.3%	-$1.86K	0.26%	86
2024 Q4	$643K	Buy	32,945 +306	+0.9%	+$6.23K	0.27%	81
2024 Q3	$678K	Buy	32,639 +3,609	+12%	+$72.6K	0.29%	75
2024 Q2	$571K	Sell	29,030 -124	-0.4%	-$2.43K	0.28%	76
2024 Q1	$588K	Buy	29,154 +2,388	+9%	+$47.6K	0.31%	71
2023 Q4	$519K	Sell	26,766 -16	-0.1%	-$298	0.31%	74
2023 Q3	$504K	Buy	26,782 +183	+0.7%	+$3.5K	0.34%	71
2023 Q2	$516K	Buy	26,599 +1,156	+5%	+$22.4K	0.35%	72
2023 Q1	$505K	Sell	25,443 -62	-0.2%	-$1.27K	0.37%	65
2022 Q4	$494K	Hold	25,505	–	–	0.38%	61
2022 Q3	$523K	Sell	25,505 -848	-3%	-$18.3K	0.43%	54
2022 Q2	$559K	Buy	26,353 +89	+0.3%	+$1.93K	0.44%	53
2022 Q1	$617K	Sell	26,264 -50	-0.2%	-$1.2K	0.42%	56
2021 Q4	$678K	Buy	26,314 +722	+3%	+$18.5K	0.43%	52
2021 Q3	$659K	Buy	25,592 +318	+1%	+$8.27K	0.46%	51
2021 Q2	$661K	Buy	25,274 +213	+0.8%	+$5.49K	0.46%	53
2021 Q1	$639K	Buy	25,061 +3,260	+15%	+$82.7K	0.46%	53
2020 Q4	$562K	Buy	+21,801	New	+$552K	0.44%	54

Other funds holding PFFD

OWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Acorn Wealth Advisors's PFFD Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its Global X US Preferred ETF (PFFD) stake by 0.36% in Q2 2026, selling an estimated $2.04K and leaving 29,807 shares worth $557K. The position accounts for 0.14% of the portfolio, ranked #146.

Acorn Wealth Advisors first reported a position in PFFD in Q4 2020 and has held it in 23 quarters since. The position peaked at $678K in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Acorn Wealth Advisors held 29,807 shares of Global X US Preferred ETF worth $557K as of Q2 2026.
Acorn Wealth Advisors sold 108 Global X US Preferred ETF shares in Q2 2026, an estimated $2.04K.
Global X US Preferred ETF made up 0.14% of Acorn Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Acorn Wealth Advisors first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 23 quarters since.
Acorn Wealth Advisors's Global X US Preferred ETF position peaked at $678K in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.