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

Avior 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	$428K	Buy	22,915 +10,369	+83%	+$196K	0.01%	553
2026 Q1	$231K	Buy	12,546 +954	+8%	+$18.2K	0.01%	757
2025 Q4	$219K	Sell	11,592 -268	-2%	-$5.13K	0.01%	702
2025 Q3	$230K	Sell	11,860 -1,151	-9%	-$22.2K	0.01%	670
2025 Q2	$245K	Sell	13,011 -165	-1%	-$3.08K	0.01%	618
2025 Q1	$251K	Sell	13,176 -778	-6%	-$15.3K	0.01%	596
2024 Q4	$272K	Sell	13,954 -5	-0%	-$102	0.01%	612
2024 Q3	$290K	Buy	13,959 +1,666	+14%	+$33.5K	0.01%	595
2024 Q2	$242K	Buy	12,293 +5,375	+78%	+$105K	0.01%	625
2024 Q1	$139K	Buy	6,918 +4,673	+208%	+$93.2K	0.01%	825
2023 Q4	$43.6K	Sell	2,245 -6,763	-75%	-$126K	﹤0.01%	755
2023 Q3	$169K	Buy	9,008 +2,420	+37%	+$46.3K	0.01%	555
2023 Q2	$128K	Buy	6,588 +188	+3%	+$3.64K	0.01%	597
2023 Q1	$127K	Buy	+6,400	New	+$132K	0.01%	596

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

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

Avior Wealth Management increased its Global X US Preferred ETF (PFFD) stake by 83% in Q2 2026, buying an estimated $196K and bringing the position to 22,915 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #553.

Avior Wealth Management first reported a position in PFFD in Q1 2023 and has held it in 14 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Avior Wealth Management held 22,915 shares of Global X US Preferred ETF worth $428K as of Q2 2026.
Avior Wealth Management bought 10,369 Global X US Preferred ETF shares in Q2 2026, an estimated $196K.
Global X US Preferred ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #553 holding.
Avior Wealth Management first reported a position in Global X US Preferred ETF in Q1 2023 and has held it in 14 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.