Cary Street Partners’s Global X US Preferred ETF PFFD Stock Holding History

Cary Street Partners’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	$201K	Hold	10,770	–	–	﹤0.01%	924
2026 Q1	$198K	Hold	10,770	–	–	﹤0.01%	835
2025 Q4	$204K	Hold	10,770	–	–	0.01%	831
2025 Q3	$209K	Hold	10,770	–	–	0.01%	782
2025 Q2	$203K	Buy	10,770 +770	+8%	+$14.3K	0.01%	771
2025 Q1	$190K	Hold	10,000	–	–	0.01%	759
2024 Q4	$195K	Buy	+10,000	New	+$204K	0.01%	727

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

Cary Street Partners's PFFD Position: Q2 2026 in Review

Cary Street Partners held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 10,770 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Cary Street Partners first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $209K in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Cary Street Partners held 10,770 shares of Global X US Preferred ETF worth $201K as of Q2 2026.
Cary Street Partners left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #924 holding.
Cary Street Partners first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Global X US Preferred ETF position peaked at $209K in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.