AWM
PFFD icon

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
Q3 		$509K Buy
28,915
+6,000
+26% +$110K 0.01% 503
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

CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Avior Wealth Management's PFFD Position: Q3 2026 in Review

Avior Wealth Management increased its Global X US Preferred ETF (PFFD) stake by 26% in Q3 2026, buying an estimated $110K and bringing the position to 28,915 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #503.

Avior Wealth Management first reported a position in PFFD in Q1 2023 and has held it in 15 quarters since. 26 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • Avior Wealth Management held 28,915 shares of Global X US Preferred ETF worth $509K as of Q3 2026.
  • Avior Wealth Management bought 6,000 Global X US Preferred ETF shares in Q3 2026, an estimated $110K.
  • Global X US Preferred ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #503 holding.
  • Avior Wealth Management first reported a position in Global X US Preferred ETF in Q1 2023 and has held it in 15 quarters since.
  • 26 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.