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 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

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

AlphaStar Capital Management's PFFD Position: Q2 2026 in Review

AlphaStar Capital Management increased its Global X US Preferred ETF (PFFD) stake by 30% in Q2 2026, buying an estimated $2.14M and bringing the position to 496,591 shares worth $9.28M. The position accounts for 0.59% of the portfolio, ranked #29.

AlphaStar Capital Management first reported a position in PFFD in Q3 2025 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

AlphaStar Capital Management held 496,591 shares of Global X US Preferred ETF worth $9.28M as of Q2 2026.
AlphaStar Capital Management bought 113,663 Global X US Preferred ETF shares in Q2 2026, an estimated $2.14M.
Global X US Preferred ETF made up 0.59% of AlphaStar Capital Management's portfolio in Q2 2026, its #29 holding.
AlphaStar Capital Management first reported a position in Global X US Preferred ETF in Q3 2025 and has held it in 4 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.