Blue Edge Capital’s Global X US Preferred ETF PFFD Stock Holding History

Blue Edge Capital’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	-201,465	Closed	-$3.71M	–	142
2026 Q1	$3.71M	Buy	201,465 +7,718	+4%	+$148K	0.49%	54
2025 Q4	$3.66M	Buy	193,747 +5,080	+3%	+$97.1K	0.49%	49
2025 Q3	$3.67M	Sell	188,667 -2,796	-1%	-$54K	0.52%	49
2025 Q2	$3.61M	Sell	191,463 -3,898	-2%	-$72.6K	0.54%	47
2025 Q1	$3.72M	Sell	195,361 -1,084	-0.6%	-$21.3K	0.6%	45
2024 Q4	$3.83M	Sell	196,445 -4,046	-2%	-$82.4K	0.6%	46
2024 Q3	$4.17M	Buy	200,491 +2,520	+1%	+$50.7K	0.65%	44
2024 Q2	$3.9M	Buy	197,971 +4,937	+3%	+$96.9K	0.64%	45
2024 Q1	$3.89M	Buy	193,034 +1,341	+0.7%	+$26.7K	0.65%	46
2023 Q4	$3.72M	Sell	191,693 -851	-0.4%	-$15.8K	0.7%	45
2023 Q3	$3.62M	Sell	192,544 -4,721	-2%	-$90.2K	0.76%	38
2023 Q2	$3.82M	Buy	+197,265	New	+$3.82M	0.77%	36
2023 Q1	–	Sell	-200,411	Closed	-$3.88M	–	106
2022 Q4	$3.88M	Buy	+200,411	New	+$4M	0.88%	35

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

Blue Edge Capital's PFFD Position: Q2 2026 in Review

Blue Edge Capital sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 201,465 shares — an estimated $3.71M sold.

Blue Edge Capital first reported a position in PFFD in Q4 2022 and held it in 13 quarters. The position peaked at $4.17M in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Blue Edge Capital reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
Blue Edge Capital sold 201,465 Global X US Preferred ETF shares in Q2 2026, an estimated $3.71M.
Blue Edge Capital first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 13 quarters.
Blue Edge Capital's Global X US Preferred ETF position peaked at $4.17M in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.