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

Caldwell Trust’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	$9.31K	Hold	498	–	–	﹤0.01%	690
2026 Q1	$9.16K	Hold	498	–	–	﹤0.01%	669
2025 Q4	$9.42K	Hold	498	–	–	﹤0.01%	649
2025 Q3	$9.68K	Hold	498	–	–	﹤0.01%	643
2025 Q2	$9.38K	Hold	498	–	–	﹤0.01%	640
2025 Q1	$9.48K	Hold	498	–	–	﹤0.01%	640
2024 Q4	$9.72K	Buy	498 +207	+71%	+$4.22K	﹤0.01%	611
2024 Q3	$6.05K	Sell	291 -209	-42%	-$4.21K	﹤0.01%	644
2024 Q2	$9.84K	Hold	500	–	–	﹤0.01%	613
2024 Q1	$10.1K	Hold	500	–	–	﹤0.01%	619
2023 Q4	$9.7K	Buy	+500	New	+$9.3K	﹤0.01%	611
2023 Q2	–	Sell	-4,365	Closed	-$86.7K	–	777
2023 Q1	$86.7K	Buy	+4,365	New	+$89.8K	0.01%	363

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

Caldwell Trust's PFFD Position: Q2 2026 in Review

Caldwell Trust held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 498 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Caldwell Trust first reported a position in PFFD in Q1 2023 and has held it in 12 quarters since. The position peaked at $86.7K in Q1 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Caldwell Trust held 498 shares of Global X US Preferred ETF worth $9.31K as of Q2 2026.
Caldwell Trust left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #690 holding.
Caldwell Trust first reported a position in Global X US Preferred ETF in Q1 2023 and has held it in 12 quarters since.
Caldwell Trust's Global X US Preferred ETF position peaked at $86.7K in Q1 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.