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Avory & Company’s Global X US Preferred ETF PFFD Stock Holding History

Avory & Company’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 		$206K Hold
11,014
– – 0.26% 30
2026
Q1 		$203K Buy
+11,014
New +$211K 0.26% 32

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avory & Company's PFFD Position: Q2 2026 in Review

Avory & Company held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 11,014 shares worth $206K. The position accounts for 0.26% of the portfolio, ranked #30.

Avory & Company first reported a position in PFFD in Q1 2026 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Avory & Company held 11,014 shares of Global X US Preferred ETF worth $206K as of Q2 2026.
  • Avory & Company left its Global X US Preferred ETF share count unchanged in Q2 2026.
  • Global X US Preferred ETF made up 0.26% of Avory & Company's portfolio in Q2 2026, its #30 holding.
  • Avory & Company first reported a position in Global X US Preferred ETF in Q1 2026 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.