Carnegie Investment Counsel’s Global X US Preferred ETF PFFD Stock Holding History

Carnegie Investment Counsel’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	$9.97M	Buy	533,633 +36,605	+7%	+$690K	0.2%	126
2026 Q1	$9.15M	Buy	497,028 +102,320	+26%	+$1.96M	0.18%	137
2025 Q4	$7.46M	Buy	+394,708	New	+$7.55M	0.14%	154

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

Carnegie Investment Counsel's PFFD Position: Q2 2026 in Review

Carnegie Investment Counsel increased its Global X US Preferred ETF (PFFD) stake by 7.4% in Q2 2026, buying an estimated $690K and bringing the position to 533,633 shares worth $9.97M. The position accounts for 0.2% of the portfolio, ranked #126.

Carnegie Investment Counsel first reported a position in PFFD in Q4 2025 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Carnegie Investment Counsel held 533,633 shares of Global X US Preferred ETF worth $9.97M as of Q2 2026.
Carnegie Investment Counsel bought 36,605 Global X US Preferred ETF shares in Q2 2026, an estimated $690K.
Global X US Preferred ETF made up 0.2% of Carnegie Investment Counsel's portfolio in Q2 2026, its #126 holding.
Carnegie Investment Counsel first reported a position in Global X US Preferred ETF in Q4 2025 and has held it in 3 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.