Bank of Montreal’s Global X US Preferred ETF PFFD Stock Holding History

Bank of Montreal’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 Q1	$58.7K	Buy	3,193 +1,256	+65%	+$24K	﹤0.01%	3254
2025 Q4	$6.64K	Buy	1,937 +817	+73%	+$15.6K	﹤0.01%	3461
2025 Q3	$21.8K	Hold	1,120	–	–	﹤0.01%	3269
2025 Q2	$21.1K	Hold	1,120	–	–	﹤0.01%	3277
2025 Q1	$21.3K	Hold	1,120	–	–	﹤0.01%	3211
2024 Q4	$33.6K	Hold	1,120	–	–	﹤0.01%	3188
2024 Q3	$23.5K	Buy	+1,120	New	+$22.5K	﹤0.01%	3552
2024 Q2	–	Sell	-743	Closed	-$15.1K	–	4153
2024 Q1	$15.1K	Buy	743 +543	+272%	+$10.8K	﹤0.01%	3648
2023 Q4	$3.94K	Buy	+200	New	+$3.72K	﹤0.01%	3875
2023 Q3	–	Sell	-1,091	Closed	-$4.42K	–	4120
2023 Q2	$4.42K	Sell	1,091 -7,340	-87%	-$142K	﹤0.01%	3856
2023 Q1	$168K	Buy	+8,431	New	+$173K	﹤0.01%	3087
2022 Q2	–	Sell	-12,775	Closed	-$300K	–	4347
2022 Q1	$300K	Buy	12,775 +2,525	+25%	+$60.4K	﹤0.01%	3190
2021 Q4	$263K	Hold	10,250	–	–	﹤0.01%	2806
2021 Q3	$264K	Buy	10,250 +400	+4%	+$10.4K	﹤0.01%	3195
2021 Q2	$257K	Buy	+9,850	New	+$254K	﹤0.01%	3123

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Bank of Montreal's PFFD Position: Q1 2026 in Review

Bank of Montreal increased its Global X US Preferred ETF (PFFD) stake by 65% in Q1 2026, buying an estimated $24K and bringing the position to 3,193 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3254.

Bank of Montreal first reported a position in PFFD in Q2 2021 and has held it in 15 quarters since. The position peaked at $300K in Q1 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Bank of Montreal held 3,193 shares of Global X US Preferred ETF worth $58.7K as of Q1 2026.
Bank of Montreal bought 1,256 Global X US Preferred ETF shares in Q1 2026, an estimated $24K.
Global X US Preferred ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3254 holding.
Bank of Montreal first reported a position in Global X US Preferred ETF in Q2 2021 and has held it in 15 quarters since.
Bank of Montreal's Global X US Preferred ETF position peaked at $300K in Q1 2022.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.