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 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	$1.07M	Buy	+41,500	New	+$1.05M	0.01%	589

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 $374B AUM 17.66% 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 $1.53B AUM 29.94% 1-Year Est. Return

CAPTRUST Financial Advisors's PFFD Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Global X US Preferred ETF (PFFD) stake by 269% in Q1 2026, buying an estimated $741K and bringing the position to 53,166 shares worth $978K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

CAPTRUST Financial Advisors first reported a position in PFFD in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.41M in Q1 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

CAPTRUST Financial Advisors held 53,166 shares of Global X US Preferred ETF worth $978K as of Q1 2026.
CAPTRUST Financial Advisors bought 38,749 Global X US Preferred ETF shares in Q1 2026, an estimated $741K.
Global X US Preferred ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1628 holding.
CAPTRUST Financial Advisors first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 10 quarters since.
CAPTRUST Financial Advisors's Global X US Preferred ETF position peaked at $1.41M in Q1 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.