Cetera Investment Advisers
PFFD icon

Cetera Investment Advisers’s Global X US Preferred ETF PFFD Stock Holding History

Cetera Investment Advisers’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 		$27.5M Buy
1,472,675
+218,249
+17% +$4.12M 0.03% 608
2026
Q1 		$23.1M Buy
1,254,426
+182,979
+17% +$3.5M 0.02% 623
2025
Q4 		$20.3M Buy
1,071,447
+480,895
+81% +$9.2M 0.02% 661
2025
Q3 		$11.5M Sell
590,552
-482,427
-45% -$9.32M 0.01% 909
2025
Q2 		$20.2M Buy
1,072,979
+119,844
+13% +$2.23M 0.03% 515
2025
Q1 		$18.1M Buy
953,135
+224,650
+31% +$4.41M 0.04% 501
2024
Q4 		$14.2M Buy
728,485
+67,748
+10% +$1.38M 0.03% 549
2024
Q3 		$13.7M Buy
660,737
+101,515
+18% +$2.04M 0.03% 564
2024
Q2 		$11M Buy
559,222
+129,798
+30% +$2.55M 0.03% 637
2024
Q1 		$8.66M Buy
429,424
+283,025
+193% +$5.65M 0.02% 721
2023
Q4 		$2.84M Sell
146,399
-288,734
-66% -$5.37M 0.02% 645
2023
Q3 		$8.18M Sell
435,133
-63,594
-13% -$1.22M 0.07% 268
2023
Q2 		$9.67M Buy
498,727
+193,747
+64% +$3.76M 0.08% 229
2023
Q1 		$6.06M Buy
304,980
+11,534
+4% +$237K 0.05% 330
2022
Q4 		$5.68M Buy
293,446
+244,102
+495% +$4.87M 0.05% 347
2022
Q3 		$1.01M Buy
49,344
+6,600
+15% +$143K 0.02% 707
2022
Q2 		$907K Sell
42,744
-229,745
-84% -$4.98M 0.01% 833
2022
Q1 		$6.4M Buy
272,489
+39,219
+17% +$939K 0.09% 237
2021
Q4 		$6.01M Sell
233,270
-13,722
-6% -$352K 0.09% 244
2021
Q3 		$6.36M Buy
246,992
+25,917
+12% +$674K 0.1% 218
2021
Q2 		$5.79M Buy
221,075
+33,061
+18% +$852K 0.09% 237
2021
Q1 		$4.8M Sell
188,014
-13,824
-7% -$351K 0.09% 229
2020
Q4 		$5.21M Buy
+201,838
New +$5.11M 0.1% 213

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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Cetera Investment Advisers's PFFD Position: Q2 2026 in Review

Cetera Investment Advisers increased its Global X US Preferred ETF (PFFD) stake by 17% in Q2 2026, buying an estimated $4.12M and bringing the position to 1,472,675 shares worth $27.5M. The position accounts for 0.03% of the portfolio, ranked #608.

Cetera Investment Advisers first reported a position in PFFD in Q4 2020 and has held it in 23 quarters since. 280 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Cetera Investment Advisers held 1,472,675 shares of Global X US Preferred ETF worth $27.5M as of Q2 2026.
  • Cetera Investment Advisers bought 218,249 Global X US Preferred ETF shares in Q2 2026, an estimated $4.12M.
  • Global X US Preferred ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #608 holding.
  • Cetera Investment Advisers first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 23 quarters since.
  • 280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.