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 Q3	$766K	Buy	43,530 +4,605	+12%	+$84.5K	0.08%	86
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

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

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

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Adams Asset Advisors's PFFD Position: Q3 2026 in Review

Adams Asset Advisors increased its Global X US Preferred ETF (PFFD) stake by 12% in Q3 2026, buying an estimated $84.5K and bringing the position to 43,530 shares worth $766K. The position accounts for 0.08% of the portfolio, ranked #86.

Adams Asset Advisors first reported a position in PFFD in Q2 2025 and has held it in 6 quarters since. The position peaked at $974K in Q3 2025. 23 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Adams Asset Advisors held 43,530 shares of Global X US Preferred ETF worth $766K as of Q3 2026.
Adams Asset Advisors bought 4,605 Global X US Preferred ETF shares in Q3 2026, an estimated $84.5K.
Global X US Preferred ETF made up 0.08% of Adams Asset Advisors's portfolio in Q3 2026, its #86 holding.
Adams Asset Advisors first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 6 quarters since.
Adams Asset Advisors's Global X US Preferred ETF position peaked at $974K in Q3 2025.
23 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Adams Asset Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.