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

Barnes Wealth Management Group’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	–	Sell	-19,744	Closed	-$363K	–	201
2026 Q1	$363K	Sell	19,744 -8,557	-30%	-$164K	0.18%	118
2025 Q4	$535K	Buy	28,301 +293	+1%	+$5.6K	0.29%	84
2025 Q3	$544K	Buy	28,008 +1,365	+5%	+$26.4K	0.3%	82
2025 Q2	$502K	Buy	26,643 +2,323	+10%	+$43.3K	0.3%	79
2025 Q1	$463K	Buy	24,320 +2,509	+12%	+$49.3K	0.3%	78
2024 Q4	$426K	Buy	+21,811	New	+$444K	0.29%	79

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

Barnes Wealth Management Group's PFFD Position: Q2 2026 in Review

Barnes Wealth Management Group sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 19,744 shares — an estimated $363K sold.

Barnes Wealth Management Group first reported a position in PFFD in Q4 2024 and held it in 6 quarters. The position peaked at $544K in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Barnes Wealth Management Group reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
Barnes Wealth Management Group sold 19,744 Global X US Preferred ETF shares in Q2 2026, an estimated $363K.
Barnes Wealth Management Group first reported a position in Global X US Preferred ETF in Q4 2024 and held it in 6 quarters.
Barnes Wealth Management Group's Global X US Preferred ETF position peaked at $544K in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.