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 Q3	$3.09M	Sell	176,502 -84,305	-32%	-$1.55M	0.04%	231
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Apella Capital's PFFD Position: Q3 2026 in Review

Apella Capital reduced its Global X US Preferred ETF (PFFD) stake by 32% in Q3 2026, selling an estimated $1.55M and leaving 176,502 shares worth $3.09M. The position accounts for 0.04% of the portfolio, ranked #231.

Apella Capital first reported a position in PFFD in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.66M in Q3 2025. 66 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Apella Capital held 176,502 shares of Global X US Preferred ETF worth $3.09M as of Q3 2026.
Apella Capital sold 84,305 Global X US Preferred ETF shares in Q3 2026, an estimated $1.55M.
Global X US Preferred ETF made up 0.04% of Apella Capital's portfolio in Q3 2026, its #231 holding.
Apella Capital first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 6 quarters since.
Apella Capital's Global X US Preferred ETF position peaked at $5.66M in Q3 2025.
66 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.