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

Apollon Wealth 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 Q1	–	Sell	-21,224	Closed	-$401K	–	1449
2025 Q4	$401K	Sell	21,224 -33,081	-61%	-$633K	0.01%	924
2025 Q3	$1.06M	Sell	54,305 -4,244	-7%	-$82K	0.02%	549
2025 Q2	$1.1M	Sell	58,549 -11,453	-16%	-$213K	0.02%	525
2025 Q1	$1.33M	Buy	70,002 +3,165	+5%	+$62.1K	0.03%	426
2024 Q4	$1.3M	Buy	66,837 +5	+0%	+$102	0.03%	429
2024 Q3	$1.39M	Sell	66,832 -517	-0.8%	-$10.4K	0.04%	391
2024 Q2	$1.33M	Buy	67,349 +4,012	+6%	+$78.7K	0.04%	382
2024 Q1	$1.28M	Buy	63,337 +18,104	+40%	+$361K	0.04%	399
2023 Q4	$878K	Buy	45,233 +8,647	+24%	+$161K	0.03%	494
2023 Q3	$688K	Buy	+36,586	New	+$699K	0.03%	463

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 22.9% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Apollon Wealth Management's PFFD Position: Q1 2026 in Review

Apollon Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 21,224 shares — an estimated $401K sold.

Apollon Wealth Management first reported a position in PFFD in Q3 2023 and held it in 10 quarters. The position peaked at $1.39M in Q3 2024. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Apollon Wealth Management reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
Apollon Wealth Management sold 21,224 Global X US Preferred ETF shares in Q1 2026, an estimated $401K.
Apollon Wealth Management first reported a position in Global X US Preferred ETF in Q3 2023 and held it in 10 quarters.
Apollon Wealth Management's Global X US Preferred ETF position peaked at $1.39M in Q3 2024.
283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.