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

Activest 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 Q2	$430K	Buy	22,996 +67	+0.3%	+$1.26K	0.08%	76
2026 Q1	$422K	Sell	22,929 -7,053	-24%	-$135K	0.07%	102
2025 Q4	$567K	Buy	29,982 +114	+0.4%	+$2.18K	0.11%	84
2025 Q3	$580K	Buy	29,868 +111	+0.4%	+$2.14K	0.12%	72
2025 Q2	$560K	Buy	29,757 +114	+0.4%	+$2.12K	0.14%	64
2025 Q1	$564K	Sell	29,643 -147	-0.5%	-$2.89K	0.15%	61
2024 Q4	$581K	Buy	29,790 +358	+1%	+$7.29K	0.16%	59
2024 Q3	$612K	Buy	29,432 +106	+0.4%	+$2.13K	0.19%	52
2024 Q2	$577K	Sell	29,326 -1,287	-4%	-$25.3K	0.19%	52
2024 Q1	$617K	Sell	30,613 -56,005	-65%	-$1.12M	0.3%	30
2023 Q4	$1.68M	Buy	86,618 +82,002	+1,776%	+$1.53M	0.93%	16
2023 Q3	$86.8K	Buy	+4,616	New	+$88.2K	0.05%	66
2023 Q2	–	Sell	-33,156	Closed	-$657K	–	382
2023 Q1	$657K	Sell	33,156 -15,761	-32%	-$324K	0.42%	26
2022 Q4	$948K	Buy	48,917 +17,304	+55%	+$345K	0.28%	34
2022 Q3	$648K	Sell	31,613 -2,033	-6%	-$44K	0.21%	35
2022 Q2	$714K	Sell	33,646 -112	-0.3%	-$2.43K	0.5%	19
2022 Q1	$793K	Sell	33,758 -60,011	-64%	-$1.44M	0.51%	20
2021 Q4	$2.42M	Buy	93,769 +59,071	+170%	+$1.51M	1.49%	11
2021 Q3	$894K	Buy	34,698 +5,011	+17%	+$130K	0.6%	22
2021 Q2	$777K	Buy	29,687 +7,210	+32%	+$186K	0.58%	20
2021 Q1	$573K	Buy	+22,477	New	+$570K	0.47%	23

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

SOWBOCOPL

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

CFO

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

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

ETC

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

Activest Wealth Management's PFFD Position: Q2 2026 in Review

Activest Wealth Management increased its Global X US Preferred ETF (PFFD) stake by 0.29% in Q2 2026, buying an estimated $1.26K and bringing the position to 22,996 shares worth $430K. The position accounts for 0.08% of the portfolio, ranked #76.

Activest Wealth Management first reported a position in PFFD in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.42M in Q4 2021. 108 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Activest Wealth Management held 22,996 shares of Global X US Preferred ETF worth $430K as of Q2 2026.
Activest Wealth Management bought 67 Global X US Preferred ETF shares in Q2 2026, an estimated $1.26K.
Global X US Preferred ETF made up 0.08% of Activest Wealth Management's portfolio in Q2 2026, its #76 holding.
Activest Wealth Management first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 21 quarters since.
Activest Wealth Management's Global X US Preferred ETF position peaked at $2.42M in Q4 2021.
108 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.