Albion Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

Albion Financial 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 Q2	$273K	Buy	14,594 +5,440	+59%	+$103K	0.02%	171
2026 Q1	$168K	Hold	9,154	–	–	0.01%	183
2025 Q4	$173K	Hold	9,154	–	–	0.01%	178
2025 Q3	$178K	Hold	9,154	–	–	0.01%	175
2025 Q2	$172K	Hold	9,154	–	–	0.01%	174
2025 Q1	$174K	Hold	9,154	–	–	0.01%	182
2024 Q4	$179K	Hold	9,154	–	–	0.01%	181
2024 Q3	$190K	Sell	9,154 -7,105	-44%	-$143K	0.01%	178
2024 Q2	$320K	Buy	16,259 +7,105	+78%	+$139K	0.02%	157
2024 Q1	$185K	Sell	9,154 -56,400	-86%	-$1.12M	0.01%	181
2023 Q4	$1.27M	Buy	+65,554	New	+$1.22M	0.1%	97
2023 Q3	–	Sell	-11,150	Closed	-$216K	–	499
2023 Q2	$216K	Buy	+11,150	New	+$216K	0.02%	171

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Albion Financial Group's PFFD Position: Q2 2026 in Review

Albion Financial Group increased its Global X US Preferred ETF (PFFD) stake by 59% in Q2 2026, buying an estimated $103K and bringing the position to 14,594 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #171.

Albion Financial Group first reported a position in PFFD in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.27M in Q4 2023. 87 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Albion Financial Group held 14,594 shares of Global X US Preferred ETF worth $273K as of Q2 2026.
Albion Financial Group bought 5,440 Global X US Preferred ETF shares in Q2 2026, an estimated $103K.
Global X US Preferred ETF made up 0.02% of Albion Financial Group's portfolio in Q2 2026, its #171 holding.
Albion Financial Group first reported a position in Global X US Preferred ETF in Q2 2023 and has held it in 12 quarters since.
Albion Financial Group's Global X US Preferred ETF position peaked at $1.27M in Q4 2023.
87 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.