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 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 $1.37T 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 $1.72B AUM 29.29% 1-Year Est. Return

AlphaStar Capital Management's PFFD Position: Q1 2026 in Review

AlphaStar Capital Management increased its Global X US Preferred ETF (PFFD) stake by 27% in Q1 2026, buying an estimated $1.55M and bringing the position to 382,928 shares worth $7.05M. The position accounts for 0.52% of the portfolio, ranked #32.

AlphaStar Capital Management first reported a position in PFFD in Q3 2025 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

AlphaStar Capital Management held 382,928 shares of Global X US Preferred ETF worth $7.05M as of Q1 2026.
AlphaStar Capital Management bought 80,921 Global X US Preferred ETF shares in Q1 2026, an estimated $1.55M.
Global X US Preferred ETF made up 0.52% of AlphaStar Capital Management's portfolio in Q1 2026, its #32 holding.
AlphaStar Capital Management first reported a position in Global X US Preferred ETF in Q3 2025 and has held it in 3 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.