AlphaCore Capital’s Global X US Preferred ETF PFFD Stock Holding History

AlphaCore Capital’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 Q1	$2.9M	Buy	157,752 +6,004	+4%	+$115K	0.07%	210
2025 Q4	$2.88M	Sell	151,748 -2,829	-2%	-$54.1K	0.06%	223
2025 Q3	$3M	Sell	154,577 -733	-0.5%	-$14.2K	0.1%	156
2025 Q2	$2.92M	Sell	155,310 -161	-0.1%	-$3K	0.11%	145
2025 Q1	$2.96M	Buy	+155,471	New	+$3.05M	0.25%	85
2024 Q1	–	Sell	-157,811	Closed	-$3.06M	–	303
2023 Q4	$3.06M	Sell	157,811 -57,362	-27%	-$1.07M	0.45%	41
2023 Q3	$4.05M	Buy	215,173 +49	+0%	+$937	0.64%	29
2023 Q2	$4.17M	Buy	+215,124	New	+$4.17M	0.67%	32
2020 Q2	–	Sell	-6,772	Closed	-$148K	–	242
2020 Q1	$148K	Buy	+6,772	New	+$163K	0.12%	61

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

AlphaCore Capital's PFFD Position: Q1 2026 in Review

AlphaCore Capital increased its Global X US Preferred ETF (PFFD) stake by 4% in Q1 2026, buying an estimated $115K and bringing the position to 157,752 shares worth $2.9M. The position accounts for 0.07% of the portfolio, ranked #210.

AlphaCore Capital first reported a position in PFFD in Q1 2020 and has held it in 9 quarters since. The position peaked at $4.17M in Q2 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

AlphaCore Capital held 157,752 shares of Global X US Preferred ETF worth $2.9M as of Q1 2026.
AlphaCore Capital bought 6,004 Global X US Preferred ETF shares in Q1 2026, an estimated $115K.
Global X US Preferred ETF made up 0.07% of AlphaCore Capital's portfolio in Q1 2026, its #210 holding.
AlphaCore Capital first reported a position in Global X US Preferred ETF in Q1 2020 and has held it in 9 quarters since.
AlphaCore Capital's Global X US Preferred ETF position peaked at $4.17M in Q2 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.