Bluefin Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Bluefin Capital Management’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	-15,159	Closed	-$287K	–	200
2025 Q4	$287K	Buy	+15,159	New	+$290K	0.07%	126
2025 Q2	–	Sell	-58,906	Closed	-$1.12M	–	160
2025 Q1	$1.12M	Buy	+58,906	New	+$1.16M	0.81%	24
2024 Q1	–	Sell	-16,418	Closed	-$321K	–	261
2023 Q4	$321K	Buy	+16,418	New	+$306K	0.03%	91
2022 Q1	–	Sell	-23,268	Closed	-$599K	–	908
2021 Q4	$599K	Buy	+23,268	New	+$596K	0.04%	306
2020 Q1	–	Sell	-104,310	Closed	-$2.61M	–	615
2019 Q4	$2.61M	Buy	+104,310	New	+$2.6M	0.17%	130
2019 Q2	–	Sell	-29,175	Closed	-$702K	–	445
2019 Q1	$702K	Buy	29,175 +11,697	+67%	+$277K	0.1%	122
2018 Q4	$394K	Buy	+17,478	New	+$405K	0.04%	188

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 $424B AUM 22.96% 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

Bluefin Capital Management's PFFD Position: Q1 2026 in Review

Bluefin Capital Management sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 15,159 shares — an estimated $287K sold.

Bluefin Capital Management first reported a position in PFFD in Q4 2018 and held it in 7 quarters. The position peaked at $2.61M in Q4 2019. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Bluefin Capital Management reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
Bluefin Capital Management sold 15,159 Global X US Preferred ETF shares in Q1 2026, an estimated $287K.
Bluefin Capital Management first reported a position in Global X US Preferred ETF in Q4 2018 and held it in 7 quarters.
Bluefin Capital Management's Global X US Preferred ETF position peaked at $2.61M in Q4 2019.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.