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 Q3	$8.76K	Hold	498	–	–	﹤0.01%	686
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	$9.7K	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	$9.7K	Buy	498 +207	+71%	+$4.22K	﹤0.01%	611
2024 Q3	$6.05K	Sell	291 -209	-42%	-$4.21K	﹤0.01%	644
2024 Q2	$9.8K	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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Caldwell Trust's PFFD Position: Q3 2026 in Review

Caldwell Trust held its Global X US Preferred ETF (PFFD) position steady in Q3 2026 at 498 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Caldwell Trust first reported a position in PFFD in Q1 2023 and has held it in 13 quarters since. The position peaked at $86.7K in Q1 2023. 157 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Caldwell Trust held 498 shares of Global X US Preferred ETF worth $8.76K as of Q3 2026.
Caldwell Trust left its Global X US Preferred ETF share count unchanged in Q3 2026.
Global X US Preferred ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #686 holding.
Caldwell Trust first reported a position in Global X US Preferred ETF in Q1 2023 and has held it in 13 quarters since.
Caldwell Trust's Global X US Preferred ETF position peaked at $86.7K in Q1 2023.
157 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.