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

Apella Capital’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	$4.86M	Sell	260,807 -22,629	-8%	-$427K	0.07%	166
2026 Q1	$5.37M	Sell	283,436 -11,238	-4%	-$215K	0.08%	157
2025 Q4	$5.57M	Buy	294,674 +1,712	+0.6%	+$32.7K	0.11%	127
2025 Q3	$5.66M	Buy	292,962 +226,460	+341%	+$4.37M	0.13%	118
2025 Q2	$1.26M	Buy	+66,502	New	+$1.24M	0.03%	199

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Apella Capital's PFFD Position: Q2 2026 in Review

Apella Capital reduced its Global X US Preferred ETF (PFFD) stake by 8% in Q2 2026, selling an estimated $427K and leaving 260,807 shares worth $4.86M. The position accounts for 0.07% of the portfolio, ranked #166.

Apella Capital first reported a position in PFFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.66M in Q3 2025. 35 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Apella Capital held 260,807 shares of Global X US Preferred ETF worth $4.86M as of Q2 2026.
Apella Capital sold 22,629 Global X US Preferred ETF shares in Q2 2026, an estimated $427K.
Global X US Preferred ETF made up 0.07% of Apella Capital's portfolio in Q2 2026, its #166 holding.
Apella Capital first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 5 quarters since.
Apella Capital's Global X US Preferred ETF position peaked at $5.66M in Q3 2025.
35 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.