CAPTRUST Financial Advisors
PFFD icon

CAPTRUST Financial Advisors’s Global X US Preferred ETF PFFD Stock Holding History

CAPTRUST Financial Advisors’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 		$862K Sell
48,972
-7,277
-13% -$134K ﹤0.01% 1857
2026
Q2 		$1.05M Buy
56,249
+3,083
+6% +$58.1K ﹤0.01% 1721
2026
Q1 		$978K Buy
53,166
+38,749
+269% +$741K ﹤0.01% 1628
2025
Q4 		$273K Buy
14,417
+582
+4% +$11.1K ﹤0.01% 2319
2025
Q3 		$269K Buy
+13,835
New +$267K ﹤0.01% 2243
2022
Q3 		– Sell
-37,067
Closed -$786K – 3460
2022
Q2 		$786K Sell
37,067
-8,720
-19% -$189K 0.01% 951
2022
Q1 		$1.08M Sell
45,787
-6,972
-13% -$167K 0.01% 820
2021
Q4 		$1.36M Buy
52,759
+26
+0% +$666 0.01% 685
2021
Q3 		$1.36M Buy
52,733
+17
+0% +$442 0.01% 633
2021
Q2 		$1.38M Sell
52,716
-2,408
-4% -$62K 0.01% 610
2021
Q1 		$1.41M Buy
55,124
+13,624
+33% +$345K 0.02% 566
2020
Q4 		$1.08M Buy
+41,500
New +$1.05M 0.01% 589

Other funds holding PFFD

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
State of Wisconsin - Board of Commissioners of Public Lands
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

CAPTRUST Financial Advisors's PFFD Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its Global X US Preferred ETF (PFFD) stake by 13% in Q3 2026, selling an estimated $134K and leaving 48,972 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

CAPTRUST Financial Advisors first reported a position in PFFD in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.41M in Q1 2021. 206 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • CAPTRUST Financial Advisors held 48,972 shares of Global X US Preferred ETF worth $862K as of Q3 2026.
  • CAPTRUST Financial Advisors sold 7,277 Global X US Preferred ETF shares in Q3 2026, an estimated $134K.
  • Global X US Preferred ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1857 holding.
  • CAPTRUST Financial Advisors first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 12 quarters since.
  • CAPTRUST Financial Advisors's Global X US Preferred ETF position peaked at $1.41M in Q1 2021.
  • 206 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.