Adams Asset Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Adams Asset 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	$728K	Sell	38,925 -369	-0.9%	-$6.96K	0.08%	81
2026 Q1	$723K	Sell	39,294 -10,158	-21%	-$194K	0.08%	81
2025 Q4	$935K	Sell	49,452 -694	-1%	-$13.3K	0.12%	74
2025 Q3	$974K	Buy	50,146 +340	+0.7%	+$6.57K	0.13%	71
2025 Q2	$938K	Buy	+49,806	New	+$928K	0.13%	70

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

Adams Asset Advisors's PFFD Position: Q2 2026 in Review

Adams Asset Advisors reduced its Global X US Preferred ETF (PFFD) stake by 0.94% in Q2 2026, selling an estimated $6.96K and leaving 38,925 shares worth $728K. The position accounts for 0.08% of the portfolio, ranked #81.

Adams Asset Advisors first reported a position in PFFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $974K in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Adams Asset Advisors held 38,925 shares of Global X US Preferred ETF worth $728K as of Q2 2026.
Adams Asset Advisors sold 369 Global X US Preferred ETF shares in Q2 2026, an estimated $6.96K.
Global X US Preferred ETF made up 0.08% of Adams Asset Advisors's portfolio in Q2 2026, its #81 holding.
Adams Asset Advisors first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 5 quarters since.
Adams Asset Advisors's Global X US Preferred ETF position peaked at $974K in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

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