Chilton Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Chilton Capital Management’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	$168K	Sell	9,006 -34	-0.4%	-$641	0.01%	237
2026 Q1	$166K	Buy	9,040 +580	+7%	+$11.1K	0.01%	247
2025 Q4	$160K	Buy	8,460 +1,260	+18%	+$24.1K	0.01%	250
2025 Q3	$140K	Sell	7,200 -750	-9%	-$14.5K	﹤0.01%	262
2025 Q2	$150K	Sell	7,950 -264	-3%	-$4.92K	0.01%	249
2025 Q1	$156K	Hold	8,214	–	–	0.01%	242
2024 Q4	$160K	Hold	8,214	–	–	0.01%	243
2024 Q3	$171K	Sell	8,214 -15	-0.2%	-$302	0.01%	240
2024 Q2	$162K	Sell	8,229 -125	-1%	-$2.45K	0.01%	251
2024 Q1	$168K	Hold	8,354	–	–	0.01%	254
2023 Q4	$162K	Hold	8,354	–	–	0.01%	255
2023 Q3	$157K	Sell	8,354 -500	-6%	-$9.56K	0.01%	235
2023 Q2	$172K	Buy	8,854 +210	+2%	+$4.07K	0.01%	234
2023 Q1	$172K	Buy	+8,644	New	+$178K	0.01%	233
2022 Q3	–	Sell	-10,109	Closed	-$214K	–	512
2022 Q2	$214K	Buy	+10,109	New	+$219K	0.01%	209

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

Chilton Capital Management's PFFD Position: Q2 2026 in Review

Chilton Capital Management reduced its Global X US Preferred ETF (PFFD) stake by 0.38% in Q2 2026, selling an estimated $641 and leaving 9,006 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #237.

Chilton Capital Management first reported a position in PFFD in Q2 2022 and has held it in 15 quarters since. The position peaked at $214K in Q2 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Chilton Capital Management held 9,006 shares of Global X US Preferred ETF worth $168K as of Q2 2026.
Chilton Capital Management sold 34 Global X US Preferred ETF shares in Q2 2026, an estimated $641.
Global X US Preferred ETF made up 0.01% of Chilton Capital Management's portfolio in Q2 2026, its #237 holding.
Chilton Capital Management first reported a position in Global X US Preferred ETF in Q2 2022 and has held it in 15 quarters since.
Chilton Capital Management's Global X US Preferred ETF position peaked at $214K in Q2 2022.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.