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

Austin 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 Q2	$864K	Buy	46,459 +25,701	+124%	+$485K	0.18%	63
2026 Q1	$383K	Buy	20,758 +2,967	+17%	+$56.7K	0.09%	87
2025 Q4	$343K	Buy	17,791 +1,639	+10%	+$31.3K	0.05%	119
2025 Q3	$313K	Buy	16,152 +3,073	+23%	+$59.4K	0.05%	120
2025 Q2	$250K	Sell	13,079 -8,796	-40%	-$164K	0.04%	121
2025 Q1	$410K	Buy	21,875 +1,671	+8%	+$32.8K	0.08%	86
2024 Q4	$400K	Sell	20,204 -7,360	-27%	-$150K	0.08%	86
2024 Q3	$573K	Buy	27,564 +2,129	+8%	+$42.8K	0.13%	75
2024 Q2	$507K	Buy	25,435 +688	+3%	+$13.5K	0.12%	78
2024 Q1	$486K	Sell	24,747 -800	-3%	-$16K	0.12%	76
2023 Q4	$509K	Buy	25,547 +2,069	+9%	+$38.5K	0.14%	75
2023 Q3	$439K	Buy	+23,478	New	+$449K	0.14%	70

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

Austin Wealth Management's PFFD Position: Q2 2026 in Review

Austin Wealth Management increased its Global X US Preferred ETF (PFFD) stake by 124% in Q2 2026, buying an estimated $485K and bringing the position to 46,459 shares worth $864K. The position accounts for 0.18% of the portfolio, ranked #63.

Austin Wealth Management first reported a position in PFFD in Q3 2023 and has held it in 12 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Austin Wealth Management held 46,459 shares of Global X US Preferred ETF worth $864K as of Q2 2026.
Austin Wealth Management bought 25,701 Global X US Preferred ETF shares in Q2 2026, an estimated $485K.
Global X US Preferred ETF made up 0.18% of Austin Wealth Management's portfolio in Q2 2026, its #63 holding.
Austin Wealth Management first reported a position in Global X US Preferred ETF in Q3 2023 and has held it in 12 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.