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

Advisors Management Group’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 Q1	$225K	Sell	12,231 -2,065	-14%	-$39.5K	0.04%	150
2025 Q4	$270K	Sell	14,296 -1,211	-8%	-$23.2K	0.05%	132
2025 Q3	$301K	Buy	15,507 +7	+0%	+$135	0.05%	132
2025 Q2	$292K	Sell	15,500 -1,306	-8%	-$24.3K	0.06%	127
2025 Q1	$320K	Sell	16,806 -1,026,610	-98%	-$20.2M	0.07%	121
2024 Q4	$20.4M	Buy	1,043,416 +37,626	+4%	+$766K	4.82%	1
2024 Q3	$20.9M	Buy	1,005,790 +20,268	+2%	+$408K	4.94%	1
2024 Q2	$19.4M	Buy	985,522 +287,689	+41%	+$5.65M	4.85%	1
2024 Q1	$14.1M	Buy	697,833 +17,615	+3%	+$351K	3.49%	2
2023 Q4	$13.2M	Sell	680,218 -1,321	-0.2%	-$24.6K	3.58%	2
2023 Q3	$12.8M	Buy	681,539 +8,754	+1%	+$167K	3.87%	2
2023 Q2	$13M	Buy	672,785 +5,635	+0.8%	+$109K	3.89%	1
2023 Q1	$13.3M	Buy	+667,150	New	+$13.7M	4.23%	1
2022 Q1	–	Sell	-67,226	Closed	-$1.73M	–	136
2021 Q4	$1.73M	Buy	67,226 +9,534	+17%	+$244K	0.52%	51
2021 Q3	$1.49M	Buy	57,692 +4,553	+9%	+$118K	0.46%	55
2021 Q2	$1.39M	Buy	53,139 +9,331	+21%	+$240K	0.41%	57
2021 Q1	$1.12M	Buy	+43,808	New	+$1.11M	0.35%	57

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Advisors Management Group's PFFD Position: Q1 2026 in Review

Advisors Management Group reduced its Global X US Preferred ETF (PFFD) stake by 14% in Q1 2026, selling an estimated $39.5K and leaving 12,231 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #150.

Advisors Management Group first reported a position in PFFD in Q1 2021 and has held it in 17 quarters since. The position peaked at $20.9M in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Advisors Management Group held 12,231 shares of Global X US Preferred ETF worth $225K as of Q1 2026.
Advisors Management Group sold 2,065 Global X US Preferred ETF shares in Q1 2026, an estimated $39.5K.
Global X US Preferred ETF made up 0.04% of Advisors Management Group's portfolio in Q1 2026, its #150 holding.
Advisors Management Group first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 17 quarters since.
Advisors Management Group's Global X US Preferred ETF position peaked at $20.9M in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.