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

Aptus Capital Advisors’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	$29.3K	Buy	1,565 +1	+0.1%	+$19	﹤0.01%	1457
2026 Q1	$28.8K	Hold	1,564	–	–	﹤0.01%	1347
2025 Q4	$29.6K	Hold	1,564	–	–	﹤0.01%	1364
2025 Q3	$30.4K	Hold	1,564	–	–	﹤0.01%	1299
2025 Q2	$29.4K	Hold	1,564	–	–	﹤0.01%	1240
2025 Q1	$29.8K	Sell	1,564 -1,398	-47%	-$27.4K	﹤0.01%	1159
2024 Q4	$58.1K	Buy	2,962 +1,398	+89%	+$28.5K	﹤0.01%	1081
2024 Q3	$32.5K	Hold	1,564	–	–	﹤0.01%	979
2024 Q2	$30.8K	Hold	1,564	–	–	﹤0.01%	938
2024 Q1	$31.5K	Hold	1,564	–	–	﹤0.01%	931
2023 Q4	$30.3K	Sell	1,564 -13,113	-89%	-$244K	﹤0.01%	720
2023 Q3	$276K	Sell	14,677 -510	-3%	-$9.75K	0.01%	492
2023 Q2	$294K	Buy	15,187 +1,030	+7%	+$20K	0.01%	416
2023 Q1	$281K	Buy	14,157 +13,452	+1,908%	+$277K	0.01%	404
2022 Q4	$13.7K	Hold	705	–	–	﹤0.01%	676
2022 Q3	$14K	Sell	705 -4,975	-88%	-$108K	﹤0.01%	639
2022 Q2	$120K	Sell	5,680 -16,128	-74%	-$350K	﹤0.01%	407
2022 Q1	$512K	Buy	21,808 +219	+1%	+$5.24K	0.01%	303
2021 Q4	$558K	Sell	21,589 -9,230	-30%	-$236K	0.02%	277
2021 Q3	$794K	Hold	30,819	–	–	0.02%	253
2021 Q2	$807K	Hold	30,819	–	–	0.02%	253
2021 Q1	$786K	Hold	30,819	–	–	0.03%	235
2020 Q4	$798K	Sell	30,819 -1,606	-5%	-$40.7K	0.04%	199
2020 Q3	$802K	Sell	32,425 -26,005	-45%	-$637K	0.04%	170
2020 Q2	$1.37M	Buy	58,430 +60	+0.1%	+$1.4K	0.09%	115
2020 Q1	$1.28M	Buy	58,370 +12,486	+27%	+$301K	0.11%	120
2019 Q4	$1.15M	Buy	+45,884	New	+$1.15M	0.08%	167

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

Aptus Capital Advisors's PFFD Position: Q2 2026 in Review

Aptus Capital Advisors increased its Global X US Preferred ETF (PFFD) stake by 0.06% in Q2 2026, buying an estimated $19 and bringing the position to 1,565 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Aptus Capital Advisors first reported a position in PFFD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.37M in Q2 2020. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Aptus Capital Advisors held 1,565 shares of Global X US Preferred ETF worth $29.3K as of Q2 2026.
Aptus Capital Advisors bought 1 Global X US Preferred ETF share in Q2 2026, an estimated $19.
Global X US Preferred ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1457 holding.
Aptus Capital Advisors first reported a position in Global X US Preferred ETF in Q4 2019 and has held it in 27 quarters since.
Aptus Capital Advisors's Global X US Preferred ETF position peaked at $1.37M in Q2 2020.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.