CFO4Life Group’s Global X US Preferred ETF PFFD Stock Holding History

CFO4Life Group’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	–	Sell	-16,888	Closed	-$311K	–	242
2026 Q1	$311K	Hold	16,888	–	–	0.05%	162
2025 Q4	$319K	Hold	16,888	–	–	0.05%	169
2025 Q3	$328K	Hold	16,888	–	–	0.05%	162
2025 Q2	$318K	Hold	16,888	–	–	0.05%	161
2025 Q1	$322K	Sell	16,888 -20,207	-54%	-$397K	0.05%	150
2024 Q4	$724K	Hold	37,095	–	–	0.13%	92
2024 Q3	$771K	Hold	37,095	–	–	0.14%	88
2024 Q2	$730K	Hold	37,095	–	–	0.14%	88
2024 Q1	$748K	Hold	37,095	–	–	0.14%	86
2023 Q4	$720K	Hold	37,095	–	–	0.14%	86
2023 Q3	$698K	Buy	+37,095	New	+$709K	0.16%	75

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

CFO4Life Group's PFFD Position: Q2 2026 in Review

CFO4Life Group sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 16,888 shares — an estimated $311K sold.

CFO4Life Group first reported a position in PFFD in Q3 2023 and held it in 11 quarters. The position peaked at $771K in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

CFO4Life Group reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
CFO4Life Group sold 16,888 Global X US Preferred ETF shares in Q2 2026, an estimated $311K.
CFO4Life Group first reported a position in Global X US Preferred ETF in Q3 2023 and held it in 11 quarters.
CFO4Life Group's Global X US Preferred ETF position peaked at $771K in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.