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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
Q2 		$541K Buy
28,960
+68
+0.2% +$1.28K 0.02% 559
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Centaurus Financial's PFFD Position: Q2 2026 in Review

Centaurus Financial increased its Global X US Preferred ETF (PFFD) stake by 0.24% in Q2 2026, buying an estimated $1.28K and bringing the position to 28,960 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #559.

Centaurus Financial first reported a position in PFFD in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.37M in Q1 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Centaurus Financial held 28,960 shares of Global X US Preferred ETF worth $541K as of Q2 2026.
  • Centaurus Financial bought 68 Global X US Preferred ETF shares in Q2 2026, an estimated $1.28K.
  • Global X US Preferred ETF made up 0.02% of Centaurus Financial's portfolio in Q2 2026, its #559 holding.
  • Centaurus Financial first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 22 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 Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.