Apollon Financial’s Global X US Preferred ETF PFFD Stock Holding History

Apollon Financial’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	$659K	Sell	35,269 -6,706	-16%	-$126K	0.08%	171
2026 Q1	$772K	Sell	41,975 -4,988	-11%	-$95.4K	0.11%	150
2025 Q4	$888K	Sell	46,963 -17,825	-28%	-$341K	0.13%	125
2025 Q3	$1.26M	Sell	64,788 -15,675	-19%	-$303K	0.21%	95
2025 Q2	$1.52M	Sell	80,463 -4,370	-5%	-$81.4K	0.32%	75
2025 Q1	$1.62M	Sell	84,833 -1,400	-2%	-$27.5K	0.38%	65
2024 Q4	$1.68M	Buy	+86,233	New	+$1.76M	0.42%	58

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

Apollon Financial's PFFD Position: Q2 2026 in Review

Apollon Financial reduced its Global X US Preferred ETF (PFFD) stake by 16% in Q2 2026, selling an estimated $126K and leaving 35,269 shares worth $659K. The position accounts for 0.08% of the portfolio, ranked #171.

Apollon Financial first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Apollon Financial held 35,269 shares of Global X US Preferred ETF worth $659K as of Q2 2026.
Apollon Financial sold 6,706 Global X US Preferred ETF shares in Q2 2026, an estimated $126K.
Global X US Preferred ETF made up 0.08% of Apollon Financial's portfolio in Q2 2026, its #171 holding.
Apollon Financial first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Apollon Financial's Global X US Preferred ETF position peaked at $1.68M in Q4 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.