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PFFD icon

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

Centaurus Financial’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 		$532K Sell
28,892
-989
-3% -$18.9K 0.03% 513
2025
Q4 		$565K Sell
29,881
-629
-2% -$12K 0.03% 500
2025
Q3 		$593K Buy
30,510
+2,392
+9% +$46.2K 0.03% 470
2025
Q2 		$529K Buy
28,118
+1,986
+8% +$37K 0.03% 463
2025
Q1 		$498K Sell
26,132
-3,070
-11% -$60.3K 0.03% 454
2024
Q4 		$570K Buy
29,202
+5,325
+22% +$108K 0.03% 405
2024
Q3 		$496K Buy
23,877
+947
+4% +$19.1K 0.03% 418
2024
Q2 		$451K Sell
22,930
-152
-0.7% -$2.98K 0.03% 411
2024
Q1 		$465K Sell
23,082
-5,402
-19% -$108K 0.03% 400
2023
Q4 		$553K Sell
28,484
-126,810
-82% -$2.36M 0.04% 342
2023
Q3 		$2.92M Sell
155,294
-30,800
-17% -$589K 0.25% 95
2023
Q2 		$3.61M Sell
186,094
-33,698
-15% -$653K 0.32% 78
2023
Q1 		$4.37M Buy
219,792
+128,479
+141% +$2.64M 0.35% 68
2022
Q4 		$1.77M Buy
91,313
+67,484
+283% +$1.35M 0.17% 147
2022
Q3 		$489K Buy
23,829
+11,252
+89% +$243K 0.05% 351
2022
Q2 		$267K Sell
12,577
-707
-5% -$15.3K 0.03% 521
2022
Q1 		$312K Sell
13,284
-4,687
-26% -$112K 0.02% 536
2021
Q4 		$463K Sell
17,971
-6,049
-25% -$155K 0.04% 450
2021
Q3 		$619K Buy
24,020
+167
+0.7% +$4.34K 0.05% 366
2021
Q2 		$624K Buy
23,853
+4,783
+25% +$123K 0.05% 370
2021
Q1 		$486K Buy
+19,070
New +$484K 0.05% 375

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
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

Centaurus Financial's PFFD Position: Q1 2026 in Review

Centaurus Financial reduced its Global X US Preferred ETF (PFFD) stake by 3.3% in Q1 2026, selling an estimated $18.9K and leaving 28,892 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #513.

Centaurus Financial first reported a position in PFFD in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.37M in Q1 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • Centaurus Financial held 28,892 shares of Global X US Preferred ETF worth $532K as of Q1 2026.
  • Centaurus Financial sold 989 Global X US Preferred ETF shares in Q1 2026, an estimated $18.9K.
  • Global X US Preferred ETF made up 0.03% of Centaurus Financial's portfolio in Q1 2026, its #513 holding.
  • Centaurus Financial first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 21 quarters since.
  • Centaurus Financial's Global X US Preferred ETF position peaked at $4.37M in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.