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

Aire 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 Q2	$6.77M	Buy	362,142 +13,172	+4%	+$248K	1.1%	21
2026 Q1	$6.42M	Buy	348,970 +15,979	+5%	+$306K	1.17%	21
2025 Q4	$6.3M	Sell	332,991 -7,923	-2%	-$152K	1.15%	22
2025 Q3	$6.62M	Buy	340,914 +8,679	+3%	+$168K	1.2%	21
2025 Q2	$6.26M	Sell	332,235 -8,971	-3%	-$167K	1.21%	24
2025 Q1	$6.5M	Buy	341,206 +9,473	+3%	+$186K	1.37%	20
2024 Q4	$6.47M	Buy	331,733 +35,014	+12%	+$713K	1.33%	21
2024 Q3	$6.17M	Sell	296,719 -21,106	-7%	-$425K	1.36%	19
2024 Q2	$6.24M	Sell	317,825 -3,131	-1%	-$61.4K	1.42%	18
2024 Q1	$6.47M	Sell	320,956 -1,039	-0.3%	-$20.7K	1.46%	20
2023 Q4	$6.25M	Sell	321,995 -63,890	-17%	-$1.19M	1.55%	21
2023 Q3	$7.26M	Buy	385,885 +17,233	+5%	+$329K	1.94%	17
2023 Q2	$7.16M	Buy	368,652 +22,270	+6%	+$432K	1.88%	19
2023 Q1	$6.88M	Buy	346,382 +38,017	+12%	+$782K	1.92%	20
2022 Q4	$5.95M	Buy	308,365 +24,180	+9%	+$483K	1.82%	18
2022 Q3	$5.83M	Buy	284,185 +13,521	+5%	+$292K	2.01%	16
2022 Q2	$5.75M	Buy	270,664 +13,188	+5%	+$286K	2.05%	14
2022 Q1	$6.08M	Buy	257,476 +58,025	+29%	+$1.39M	2.17%	14
2021 Q4	$5.14M	Buy	+199,451	New	+$5.11M	2.22%	15

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

Aire Advisors's PFFD Position: Q2 2026 in Review

Aire Advisors increased its Global X US Preferred ETF (PFFD) stake by 3.8% in Q2 2026, buying an estimated $248K and bringing the position to 362,142 shares worth $6.77M. The position accounts for 1.1% of the portfolio, ranked #21.

Aire Advisors first reported a position in PFFD in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.26M in Q3 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Aire Advisors held 362,142 shares of Global X US Preferred ETF worth $6.77M as of Q2 2026.
Aire Advisors bought 13,172 Global X US Preferred ETF shares in Q2 2026, an estimated $248K.
Global X US Preferred ETF made up 1.1% of Aire Advisors's portfolio in Q2 2026, its #21 holding.
Aire Advisors first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 19 quarters since.
Aire Advisors's Global X US Preferred ETF position peaked at $7.26M in Q3 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.