Burnham & Co LLC’s Global X US Preferred ETF PFFD Stock Holding History

Burnham & Co LLC’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	$60.8K	Buy	+3,252	New	+$61.3K	0.05%	106

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Burnham & Co LLC's PFFD Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Global X US Preferred ETF (PFFD) in Q2 2026: 3,252 shares worth $60.8K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings.

243 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Burnham & Co LLC held 3,252 shares of Global X US Preferred ETF worth $60.8K as of Q2 2026.
Global X US Preferred ETF was a new Burnham & Co LLC position in Q2 2026.
Global X US Preferred ETF made up 0.05% of Burnham & Co LLC's portfolio in Q2 2026, its #106 holding.
243 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.