American Institute for Advanced Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

American Institute for Advanced Investment 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	$696K	Sell	37,220 -228	-0.6%	-$4.3K	0.4%	72
2026 Q1	$689K	Buy	37,448 +865	+2%	+$16.5K	0.45%	70
2025 Q4	$692K	Buy	36,583 +250	+0.7%	+$4.78K	0.44%	62
2025 Q3	$706K	Sell	36,333 -575	-2%	-$11.1K	0.46%	63
2025 Q2	$695K	Hold	36,908	–	–	0.49%	55
2025 Q1	$703K	Buy	36,908 +1,423	+4%	+$27.9K	0.54%	52
2024 Q4	$692K	Buy	35,485 +300	+0.9%	+$6.11K	0.52%	54
2024 Q3	$731K	Buy	35,185 +9,925	+39%	+$200K	0.52%	53
2024 Q2	$497K	Buy	25,260 +500	+2%	+$9.81K	0.38%	71
2024 Q1	$499K	Buy	+24,760	New	+$494K	0.39%	70

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

American Institute for Advanced Investment Management's PFFD Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Global X US Preferred ETF (PFFD) stake by 0.61% in Q2 2026, selling an estimated $4.3K and leaving 37,220 shares worth $696K. The position accounts for 0.4% of the portfolio, ranked #72.

American Institute for Advanced Investment Management first reported a position in PFFD in Q1 2024 and has held it in 10 quarters since. The position peaked at $731K in Q3 2024. 170 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

American Institute for Advanced Investment Management held 37,220 shares of Global X US Preferred ETF worth $696K as of Q2 2026.
American Institute for Advanced Investment Management sold 228 Global X US Preferred ETF shares in Q2 2026, an estimated $4.3K.
Global X US Preferred ETF made up 0.4% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #72 holding.
American Institute for Advanced Investment Management first reported a position in Global X US Preferred ETF in Q1 2024 and has held it in 10 quarters since.
American Institute for Advanced Investment Management's Global X US Preferred ETF position peaked at $731K in Q3 2024.
170 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.