Advisors Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Advisors Capital 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	$1.44M	Buy	77,076 +2,545	+3%	+$48K	0.02%	308
2026 Q1	$1.37M	Buy	74,531 +4,795	+7%	+$91.7K	0.02%	291
2025 Q4	$1.32M	Buy	69,736 +1,095	+2%	+$20.9K	0.02%	295
2025 Q3	$1.33M	Sell	68,641 -221	-0.3%	-$4.27K	0.02%	292
2025 Q2	$1.3M	Buy	68,862 +280	+0.4%	+$5.22K	0.02%	279
2025 Q1	$1.31M	Buy	68,582 +2,760	+4%	+$54.2K	0.02%	266
2024 Q4	$1.28M	Sell	65,822 -322	-0.5%	-$6.56K	0.02%	275
2024 Q3	$1.37M	Buy	66,144 +707	+1%	+$14.2K	0.02%	265
2024 Q2	$1.29M	Buy	65,437 +6,324	+11%	+$124K	0.02%	270
2024 Q1	$1.19M	Buy	59,113 +3,119	+6%	+$62.2K	0.02%	276
2023 Q4	$1.09M	Buy	55,994 +7,423	+15%	+$138K	0.02%	281
2023 Q3	$914K	Buy	48,571 +11,040	+29%	+$211K	0.02%	261
2023 Q2	$728K	Buy	37,531 +6,755	+22%	+$131K	0.02%	274
2023 Q1	$611K	Sell	30,776 -758	-2%	-$15.6K	0.02%	280
2022 Q4	$611K	Buy	31,534 +1	+0%	+$20	0.02%	283
2022 Q3	$634K	Sell	31,533 -2,092	-6%	-$45.2K	0.02%	291
2022 Q2	$713K	Sell	33,625 -253,391	-88%	-$5.49M	0.02%	269
2022 Q1	$6.75M	Buy	287,016 +24,051	+9%	+$576K	0.18%	125
2021 Q4	$6.77M	Sell	262,965 -178,838	-40%	-$4.58M	0.18%	130
2021 Q3	$11.4M	Buy	441,803 +36,652	+9%	+$953K	0.35%	95
2021 Q2	$10.6M	Buy	405,151 +49,107	+14%	+$1.26M	0.34%	96
2021 Q1	$9.08M	Buy	356,044 +30,277	+9%	+$768K	0.32%	100
2020 Q4	$8.4M	Buy	+325,767	New	+$8.25M	0.32%	100

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

Advisors Capital Management's PFFD Position: Q2 2026 in Review

Advisors Capital Management increased its Global X US Preferred ETF (PFFD) stake by 3.4% in Q2 2026, buying an estimated $48K and bringing the position to 77,076 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #308.

Advisors Capital Management first reported a position in PFFD in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.4M in Q3 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Advisors Capital Management held 77,076 shares of Global X US Preferred ETF worth $1.44M as of Q2 2026.
Advisors Capital Management bought 2,545 Global X US Preferred ETF shares in Q2 2026, an estimated $48K.
Global X US Preferred ETF made up 0.02% of Advisors Capital Management's portfolio in Q2 2026, its #308 holding.
Advisors Capital Management first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 23 quarters since.
Advisors Capital Management's Global X US Preferred ETF position peaked at $11.4M in Q3 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.