Blue Trust Inc’s Global X US Preferred ETF PFFD Stock Holding History

Blue Trust Inc’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	–	Sell	-35	Closed	-$662	–	2634
2025 Q4	$662	Sell	35 -25	-42%	-$478	﹤0.01%	2351
2025 Q3	$1.17K	Buy	+60	New	+$1.16K	﹤0.01%	2286
2024 Q4	–	Sell	-2,500	Closed	-$49.2K	–	2839
2024 Q3	$49.2K	Buy	2,500 +2,229	+823%	+$44.9K	﹤0.01%	1575
2024 Q2	$5.46K	Hold	271	–	–	﹤0.01%	2172
2024 Q1	$5.46K	Buy	271 +238	+721%	+$4.75K	﹤0.01%	1619
2023 Q4	$1K	Buy	+33	New	+$614	﹤0.01%	2387
2023 Q2	–	Sell	-567	Closed	-$11K	–	2403
2023 Q1	$11K	Hold	567	–	–	﹤0.01%	1571
2022 Q4	$12K	Hold	567	–	–	﹤0.01%	1480
2022 Q3	$12K	Hold	567	–	–	﹤0.01%	1278
2022 Q2	$13K	Buy	+567	New	+$12.3K	﹤0.01%	1116

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FMLI

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

Blue Trust Inc's PFFD Position: Q1 2026 in Review

Blue Trust Inc sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 35 shares — an estimated $662 sold.

Blue Trust Inc first reported a position in PFFD in Q2 2022 and held it in 10 quarters. The position peaked at $49.2K in Q3 2024. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Blue Trust Inc reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 35 Global X US Preferred ETF shares in Q1 2026, an estimated $662.
Blue Trust Inc first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 10 quarters.
Blue Trust Inc's Global X US Preferred ETF position peaked at $49.2K in Q3 2024.
283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.