Ameritas Advisory Services’s Global X US Preferred ETF PFFD Stock Holding History

Ameritas Advisory Services’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	–	Sell	-13,415	Closed	-$247K	–	2082
2026 Q1	$247K	Buy	13,415 +552	+4%	+$10.6K	0.01%	846
2025 Q4	$243K	Buy	12,863 +7,507	+140%	+$144K	0.01%	838
2025 Q3	$104K	Sell	5,356 -2,545	-32%	-$49.2K	0.01%	823
2025 Q2	$149K	Buy	+7,901	New	+$147K	0.01%	832
2023 Q2	–	Sell	-1,000	Closed	-$19.9K	–	1973
2023 Q1	$19.9K	Buy	+1,000	New	+$20.6K	﹤0.01%	1644

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

Ameritas Advisory Services's PFFD Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 13,415 shares — an estimated $247K sold.

Ameritas Advisory Services first reported a position in PFFD in Q1 2023 and held it in 5 quarters. The position peaked at $247K in Q1 2026. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Ameritas Advisory Services reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 13,415 Global X US Preferred ETF shares in Q2 2026, an estimated $247K.
Ameritas Advisory Services first reported a position in Global X US Preferred ETF in Q1 2023 and held it in 5 quarters.
Ameritas Advisory Services's Global X US Preferred ETF position peaked at $247K in Q1 2026.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.