Advisory Services Network’s Global X US Preferred ETF PFFD Stock Holding History

Advisory Services Network’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	$3.21M	Sell	171,917 -508	-0.3%	-$9.58K	0.04%	515
2026 Q1	$3.17M	Buy	172,425 +10,614	+7%	+$203K	0.04%	466
2025 Q4	$3.06M	Buy	161,811 +143,056	+763%	+$2.74M	0.04%	453
2025 Q3	$364K	Buy	18,755 +443	+2%	+$8.56K	0.01%	1355
2025 Q2	$351K	Buy	18,312 +1,605	+10%	+$29.9K	0.01%	1330
2025 Q1	$318K	Sell	16,707 -4,843	-22%	-$95.1K	0.01%	1265
2024 Q4	$420K	Buy	21,550 +1,068	+5%	+$21.8K	0.01%	1125
2024 Q3	$403K	Hold	20,482	–	–	0.01%	1079
2024 Q2	$403K	Sell	20,482 -989	-5%	-$19.4K	0.01%	1079
2024 Q1	$433K	Buy	21,471 +157	+0.7%	+$3.13K	0.01%	1011
2023 Q4	$413K	Sell	21,314 -1,286	-6%	-$23.9K	0.01%	976
2023 Q3	$425K	Sell	22,600 -2,621	-10%	-$50.1K	0.01%	984
2023 Q2	$489K	Sell	25,221 -591	-2%	-$11.5K	0.01%	922
2023 Q1	$513K	Buy	25,812 +7,518	+41%	+$155K	0.01%	890
2022 Q4	$354K	Buy	+18,294	New	+$365K	0.01%	1016
2022 Q2	–	Sell	-14,631	Closed	-$344K	–	1461
2022 Q1	$344K	Sell	14,631 -38	-0.3%	-$910	0.01%	1078
2021 Q4	$378K	Sell	14,669 -85,910	-85%	-$2.2M	0.01%	998
2021 Q3	$2.59M	Buy	100,579 +93,164	+1,256%	+$2.42M	0.08%	307
2021 Q2	$194K	Buy	+7,415	New	+$191K	0.01%	1286
2021 Q1	–	Sell	-11,405	Closed	-$294K	–	2489
2020 Q4	$294K	Buy	11,405 +1,913	+20%	+$48.4K	0.01%	936
2020 Q3	$235K	Buy	+9,492	New	+$233K	0.01%	914
2020 Q2	–	Sell	-1,330	Closed	-$29K	–	2253
2020 Q1	$29K	Hold	1,330	–	–	﹤0.01%	1653
2019 Q4	$33K	Hold	1,330	–	–	﹤0.01%	1733
2019 Q3	$33K	Hold	1,330	–	–	﹤0.01%	1572
2019 Q2	$33K	Hold	1,330	–	–	﹤0.01%	1570
2019 Q1	$32K	Buy	+1,330	New	+$31.5K	﹤0.01%	1414

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

Advisory Services Network's PFFD Position: Q2 2026 in Review

Advisory Services Network reduced its Global X US Preferred ETF (PFFD) stake by 0.29% in Q2 2026, selling an estimated $9.58K and leaving 171,917 shares worth $3.21M. The position accounts for 0.04% of the portfolio, ranked #515.

Advisory Services Network first reported a position in PFFD in Q1 2019 and has held it in 26 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Advisory Services Network held 171,917 shares of Global X US Preferred ETF worth $3.21M as of Q2 2026.
Advisory Services Network sold 508 Global X US Preferred ETF shares in Q2 2026, an estimated $9.58K.
Global X US Preferred ETF made up 0.04% of Advisory Services Network's portfolio in Q2 2026, its #515 holding.
Advisory Services Network first reported a position in Global X US Preferred ETF in Q1 2019 and has held it in 26 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.