Beacon Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

Beacon Financial 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	$637K	Sell	34,079 -3,732	-10%	-$70.4K	0.06%	216
2026 Q1	$696K	Buy	37,811 +17,657	+88%	+$338K	0.07%	198
2025 Q4	$381K	Buy	20,154 +312	+2%	+$5.97K	0.04%	267
2025 Q3	$386K	Buy	19,842 +59	+0.3%	+$1.14K	0.04%	261
2025 Q2	$373K	Buy	19,783 +148	+0.8%	+$2.76K	0.04%	262
2025 Q1	$374K	Buy	19,635 +3,998	+26%	+$78.5K	0.04%	250
2024 Q4	$305K	Buy	15,637 +234	+2%	+$4.77K	0.03%	280
2024 Q3	$320K	Buy	15,403 +241	+2%	+$4.85K	0.03%	272
2024 Q2	$298K	Buy	+15,162	New	+$298K	0.03%	265

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

Beacon Financial Group's PFFD Position: Q2 2026 in Review

Beacon Financial Group reduced its Global X US Preferred ETF (PFFD) stake by 9.9% in Q2 2026, selling an estimated $70.4K and leaving 34,079 shares worth $637K. The position accounts for 0.06% of the portfolio, ranked #216.

Beacon Financial Group first reported a position in PFFD in Q2 2024 and has held it in 9 quarters since. The position peaked at $696K in Q1 2026. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Beacon Financial Group held 34,079 shares of Global X US Preferred ETF worth $637K as of Q2 2026.
Beacon Financial Group sold 3,732 Global X US Preferred ETF shares in Q2 2026, an estimated $70.4K.
Global X US Preferred ETF made up 0.06% of Beacon Financial Group's portfolio in Q2 2026, its #216 holding.
Beacon Financial Group first reported a position in Global X US Preferred ETF in Q2 2024 and has held it in 9 quarters since.
Beacon Financial Group's Global X US Preferred ETF position peaked at $696K in Q1 2026.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.