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

Allworth Financial’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	$307K	Hold	16,446	–	–	﹤0.01%	1252
2026 Q1	$303K	Hold	16,446	–	–	﹤0.01%	1180
2025 Q4	$311K	Sell	16,446 -335	-2%	-$6.41K	﹤0.01%	1139
2025 Q3	$326K	Buy	16,781 +15,335	+1,061%	+$296K	﹤0.01%	1061
2025 Q2	$27.2K	Hold	1,446	–	–	﹤0.01%	2317
2025 Q1	$27.1K	Hold	1,446	–	–	﹤0.01%	1893
2024 Q4	$28.8K	Hold	1,446	–	–	﹤0.01%	1879
2024 Q3	$30K	Hold	1,446	–	–	﹤0.01%	1658
2024 Q2	$28.7K	Sell	1,446 -1,432	-50%	-$28.1K	﹤0.01%	1646
2024 Q1	$58K	Buy	2,878 +848	+42%	+$16.9K	﹤0.01%	1244
2023 Q4	$39.4K	Sell	2,030 -480	-19%	-$8.93K	﹤0.01%	1288
2023 Q3	$47.2K	Sell	2,510 -64	-2%	-$1.22K	﹤0.01%	1140
2023 Q2	$49.9K	Sell	2,574 -4,341	-63%	-$84.1K	﹤0.01%	1127
2023 Q1	$137K	Sell	6,915 -298	-4%	-$6.13K	﹤0.01%	752
2022 Q4	$140K	Buy	7,213 +33	+0.5%	+$659	﹤0.01%	719
2022 Q3	$147K	Sell	7,180 -1,010	-12%	-$21.8K	﹤0.01%	665
2022 Q2	$174K	Buy	8,190 +5,381	+192%	+$117K	﹤0.01%	584
2022 Q1	$66K	Buy	2,809 +38	+1%	+$910	﹤0.01%	823
2021 Q4	$71K	Buy	+2,771	New	+$71K	﹤0.01%	764

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

Allworth Financial's PFFD Position: Q2 2026 in Review

Allworth Financial held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 16,446 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Allworth Financial first reported a position in PFFD in Q4 2021 and has held it in 19 quarters since. The position peaked at $326K in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Allworth Financial held 16,446 shares of Global X US Preferred ETF worth $307K as of Q2 2026.
Allworth Financial left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1252 holding.
Allworth Financial first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 19 quarters since.
Allworth Financial's Global X US Preferred ETF position peaked at $326K in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.