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AE Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

AE Wealth 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 		$160K Buy
8,539
+2,770
+48% +$52.2K ﹤0.01% 1780
2026
Q1 		$106K Sell
5,769
-3,943
-41% -$75.4K ﹤0.01% 1783
2025
Q4 		$184K Sell
9,712
-1,401
-13% -$26.8K ﹤0.01% 1539
2025
Q3 		$216K Buy
11,113
+213
+2% +$4.12K ﹤0.01% 1358
2025
Q2 		$205K Buy
10,900
+463
+4% +$8.63K ﹤0.01% 1301
2025
Q1 		$199K Buy
10,437
+312
+3% +$6.13K ﹤0.01% 1279
2024
Q4 		$198K Sell
10,125
-1,134
-10% -$23.1K ﹤0.01% 1278
2024
Q3 		$234K Buy
11,259
+145
+1% +$2.92K ﹤0.01% 1118
2024
Q2 		$219K Sell
11,114
-1,139
-9% -$22.4K ﹤0.01% 1135
2024
Q1 		$247K Sell
12,253
-35,418
-74% -$706K ﹤0.01% 1026
2023
Q4 		$953K Sell
47,671
-156,045
-77% -$2.9M ﹤0.01% 1173
2023
Q3 		$3.83M Sell
203,716
-21,584
-10% -$413K 0.02% 621
2023
Q2 		$4.37M Sell
225,300
-61,188
-21% -$1.19M 0.03% 584
2023
Q1 		$5.69M Sell
286,488
-5,321
-2% -$109K 0.04% 480
2022
Q4 		$5.65M Sell
291,809
-21,779
-7% -$435K 0.04% 442
2022
Q3 		$6.43M Sell
313,588
-22,558
-7% -$488K 0.05% 374
2022
Q2 		$7.13M Sell
336,146
-101,407
-23% -$2.2M 0.06% 344
2022
Q1 		$10.3M Buy
437,553
+40,560
+10% +$971K 0.07% 277
2021
Q4 		$10.2M Buy
396,993
+20,653
+5% +$529K 0.07% 260
2021
Q3 		$9.7M Buy
376,340
+34,079
+10% +$886K 0.08% 245
2021
Q2 		$8.96M Buy
342,261
+52,829
+18% +$1.36M 0.08% 242
2021
Q1 		$7.38M Buy
289,432
+26,350
+10% +$668K 0.07% 258
2020
Q4 		$6.79M Sell
263,082
-26,804
-9% -$679K 0.08% 233
2020
Q3 		$7.18M Sell
289,886
-2,649
-0.9% -$64.9K 0.1% 179
2020
Q2 		$6.88M Sell
292,535
-17,024
-5% -$396K 0.11% 183
2020
Q1 		$6.77M Buy
309,559
+126,878
+69% +$3.06M 0.16% 130
2019
Q4 		$4.57M Buy
+182,681
New +$4.56M 0.1% 191

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's PFFD Position: Q2 2026 in Review

AE Wealth Management increased its Global X US Preferred ETF (PFFD) stake by 48% in Q2 2026, buying an estimated $52.2K and bringing the position to 8,539 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

AE Wealth Management first reported a position in PFFD in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.3M in Q1 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • AE Wealth Management held 8,539 shares of Global X US Preferred ETF worth $160K as of Q2 2026.
  • AE Wealth Management bought 2,770 Global X US Preferred ETF shares in Q2 2026, an estimated $52.2K.
  • Global X US Preferred ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1780 holding.
  • AE Wealth Management first reported a position in Global X US Preferred ETF in Q4 2019 and has held it in 27 quarters since.
  • AE Wealth Management's Global X US Preferred ETF position peaked at $10.3M in Q1 2022.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.