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 Q2	$2.85M	Sell	152,556 -5,196	-3%	-$98K	0.05%	257
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 $1.55T 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

AlphaCore Capital's PFFD Position: Q2 2026 in Review

AlphaCore Capital reduced its Global X US Preferred ETF (PFFD) stake by 3.3% in Q2 2026, selling an estimated $98K and leaving 152,556 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #257.

AlphaCore Capital first reported a position in PFFD in Q1 2020 and has held it in 10 quarters since. The position peaked at $4.17M in Q2 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

AlphaCore Capital held 152,556 shares of Global X US Preferred ETF worth $2.85M as of Q2 2026.
AlphaCore Capital sold 5,196 Global X US Preferred ETF shares in Q2 2026, an estimated $98K.
Global X US Preferred ETF made up 0.05% of AlphaCore Capital's portfolio in Q2 2026, its #257 holding.
AlphaCore Capital first reported a position in Global X US Preferred ETF in Q1 2020 and has held it in 10 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 Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.