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

AlphaStar Capital Management’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 Q3	$18.8M	Buy	1,065,601 +569,010	+115%	+$10.4M	1.12%	19
2026 Q2	$9.28M	Buy	496,591 +113,663	+30%	+$2.14M	0.59%	29
2026 Q1	$7.05M	Buy	382,928 +80,921	+27%	+$1.55M	0.52%	32
2025 Q4	$5.71M	Buy	302,007 +219,189	+265%	+$4.19M	0.42%	39
2025 Q3	$1.61M	Buy	+82,818	New	+$1.6M	0.14%	74

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return

AlphaStar Capital Management's PFFD Position: Q3 2026 in Review

AlphaStar Capital Management increased its Global X US Preferred ETF (PFFD) stake by 115% in Q3 2026, buying an estimated $10.4M and bringing the position to 1,065,601 shares worth $18.8M. The position accounts for 1.12% of the portfolio, ranked #19.

AlphaStar Capital Management first reported a position in PFFD in Q3 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

AlphaStar Capital Management held 1,065,601 shares of Global X US Preferred ETF worth $18.8M as of Q3 2026.
AlphaStar Capital Management bought 569,010 Global X US Preferred ETF shares in Q3 2026, an estimated $10.4M.
Global X US Preferred ETF made up 1.12% of AlphaStar Capital Management's portfolio in Q3 2026, its #19 holding.
AlphaStar Capital Management first reported a position in Global X US Preferred ETF in Q3 2025 and has held it in 5 quarters since.
145 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on AlphaStar Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.