Capital Investment Advisory Services’s Global X US Preferred ETF PFFD Stock Holding History

Capital Investment Advisory Services’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	$14	Buy	+1	New	+$19	﹤0.01%	1301
2024 Q4	–	Sell	-780	Closed	-$16.2K	–	986
2024 Q3	$16.2K	Hold	780	–	–	﹤0.01%	813
2024 Q2	$15.3K	Hold	780	–	–	﹤0.01%	793
2024 Q1	$15.7K	Hold	780	–	–	﹤0.01%	781
2023 Q4	$15.1K	Hold	780	–	–	﹤0.01%	794
2023 Q3	$14.7K	Sell	780 -31,974	-98%	-$611K	﹤0.01%	755
2023 Q2	$635K	Buy	32,754 +4,381	+15%	+$84.9K	0.06%	238
2023 Q1	$563K	Buy	28,373 +3,790	+15%	+$77.9K	0.07%	244
2022 Q4	$476K	Buy	24,583 +95	+0.4%	+$1.9K	0.06%	277
2022 Q3	$502K	Buy	24,488 +2,278	+10%	+$49.3K	0.07%	251
2022 Q2	$471K	Sell	22,210 -2,394	-10%	-$51.9K	0.06%	270
2022 Q1	$578K	Sell	24,604 -3,548	-13%	-$84.9K	0.06%	257
2021 Q4	$725K	Buy	28,152 +9,817	+54%	+$251K	0.09%	214
2021 Q3	$472K	Buy	+18,335	New	+$477K	0.06%	276
2020 Q2	–	Sell	-178	Closed	-$4K	–	605
2020 Q1	$4K	Buy	+178	New	+$4.29K	﹤0.01%	512

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 22.9% 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

Capital Investment Advisory Services's PFFD Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Global X US Preferred ETF (PFFD) in Q2 2026: 1 share worth $14. The stake represents ﹤0.01% of the portfolio and ranks #1301 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in PFFD as recently as Q3 2024.

Capital Investment Advisory Services first reported a position in PFFD in Q1 2020 and has held it in 15 quarters since. The position peaked at $725K in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Capital Investment Advisory Services held 1 share of Global X US Preferred ETF worth $14 as of Q2 2026.
Global X US Preferred ETF was a new Capital Investment Advisory Services position in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1301 holding.
Capital Investment Advisory Services first reported a position in Global X US Preferred ETF in Q1 2020 and has held it in 15 quarters since.
Capital Investment Advisory Services's Global X US Preferred ETF position peaked at $725K in Q4 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.