COMPASS FINANCIAL MANAGEMENT LLC’s Global X US Preferred ETF PFFD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$35.5K	Buy	+1,900	New	+$35.8K	﹤0.01%	754

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

NYLIM

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PFFD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Global X US Preferred ETF (PFFD) in Q2 2026: 1,900 shares worth $35.5K. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings.

240 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,900 shares of Global X US Preferred ETF worth $35.5K as of Q2 2026.
Global X US Preferred ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #754 holding.
240 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.