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

Atlas 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	$139K	Hold	7,453	–	–	0.02%	545
2026 Q1	$137K	Hold	7,453	–	–	0.02%	478
2025 Q4	$141K	Buy	+7,453	New	+$143K	0.02%	476
2025 Q2	$140K	Hold	7,453	–	–	0.02%	470
2025 Q1	$142K	Hold	7,453	–	–	0.02%	467
2024 Q4	$145K	Hold	7,453	–	–	0.02%	443
2024 Q3	$155K	Sell	7,453 -6,910	-48%	-$139K	0.02%	418
2024 Q2	$283K	Hold	14,363	–	–	0.04%	326
2024 Q1	$290K	Hold	14,363	–	–	0.05%	310
2023 Q4	$279K	Hold	14,363	–	–	0.04%	310
2023 Q3	$270K	Hold	14,363	–	–	0.04%	296
2023 Q2	$278K	Sell	14,363 -19,085	-57%	-$370K	0.04%	308
2023 Q1	$664K	Sell	33,448 -10,463	-24%	-$215K	0.1%	148
2022 Q4	$851K	Buy	43,911 +7,519	+21%	+$150K	0.14%	122
2022 Q3	$746K	Sell	36,392 -4,300	-11%	-$93K	0.14%	124
2022 Q2	$863K	Sell	40,692 -6,459	-14%	-$140K	0.15%	116
2022 Q1	$1.11M	Sell	47,151 -69,065	-59%	-$1.65M	0.17%	107
2021 Q4	$2.99M	Sell	116,216 -55,055	-32%	-$1.41M	0.45%	51
2021 Q3	$4.41M	Buy	171,271 +81,145	+90%	+$2.11M	0.71%	36
2021 Q2	$2.36M	Buy	90,126 +15,132	+20%	+$390K	0.4%	58
2021 Q1	$1.91M	Buy	74,994 +24,335	+48%	+$617K	0.37%	62
2020 Q4	$1.31M	Buy	50,659 +5,230	+12%	+$132K	0.27%	78
2020 Q3	$1.12M	Buy	45,429 +40,945	+913%	+$1M	0.27%	86
2020 Q2	$105K	Hold	4,484	–	–	0.02%	393
2020 Q1	$98.1K	Buy	+4,484	New	+$108K	0.03%	361

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

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

Atlas Capital Advisors held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 7,453 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #545.

Atlas Capital Advisors first reported a position in PFFD in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.41M in Q3 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Atlas Capital Advisors held 7,453 shares of Global X US Preferred ETF worth $139K as of Q2 2026.
Atlas Capital Advisors left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #545 holding.
Atlas Capital Advisors first reported a position in Global X US Preferred ETF in Q1 2020 and has held it in 25 quarters since.
Atlas Capital Advisors's Global X US Preferred ETF position peaked at $4.41M in Q3 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

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