Collaborative Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Collaborative Wealth 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 Q1	$594K	Sell	32,294 -160,274	-83%	-$3.07M	0.27%	59
2025 Q4	$3.64M	Sell	192,568 -83,405	-30%	-$1.59M	1.28%	18
2025 Q3	$5.36M	Sell	275,973 -88,603	-24%	-$1.71M	2.17%	14
2025 Q2	$6.86M	Sell	364,576 -50,255	-12%	-$937K	2.99%	9
2025 Q1	$7.9M	Buy	414,831 +6,638	+2%	+$130K	3.69%	5
2024 Q4	$7.96M	Buy	408,193 +12,146	+3%	+$247K	3.61%	5
2024 Q3	$8.23M	Buy	396,047 +12,847	+3%	+$259K	3.72%	4
2024 Q2	$7.54M	Buy	383,200 +36,663	+11%	+$720K	3.69%	5
2024 Q1	$6.99M	Buy	346,537 +22,869	+7%	+$456K	3.5%	5
2023 Q4	$6.28M	Buy	323,668 +22,836	+8%	+$425K	3.4%	5
2023 Q3	$5.66M	Buy	300,832 +18,345	+6%	+$351K	3.38%	4
2023 Q2	$5.48M	Buy	282,487 +33,865	+14%	+$656K	3.26%	5
2023 Q1	$4.94M	Buy	248,622 +60,650	+32%	+$1.25M	3.11%	4
2022 Q4	$3.64M	Buy	187,972 +6,756	+4%	+$135K	2.39%	5
2022 Q3	$3.72M	Buy	181,216 +9,887	+6%	+$214K	2.63%	4
2022 Q2	$3.63M	Buy	+171,329	New	+$3.71M	2.39%	5
2021 Q4	$3.85M	Buy	+149,552	New	+$3.83M	2.11%	6
2021 Q1	$3.65M	Buy	+155,287	New	+$3.94M	2.1%	6

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Collaborative Wealth Management's PFFD Position: Q1 2026 in Review

Collaborative Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 83% in Q1 2026, selling an estimated $3.07M and leaving 32,294 shares worth $594K. The position accounts for 0.27% of the portfolio, ranked #59.

Collaborative Wealth Management first reported a position in PFFD in Q1 2021 and has held it in 18 quarters since. The position peaked at $8.23M in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Collaborative Wealth Management held 32,294 shares of Global X US Preferred ETF worth $594K as of Q1 2026.
Collaborative Wealth Management sold 160,274 Global X US Preferred ETF shares in Q1 2026, an estimated $3.07M.
Global X US Preferred ETF made up 0.27% of Collaborative Wealth Management's portfolio in Q1 2026, its #59 holding.
Collaborative Wealth Management first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 18 quarters since.
Collaborative Wealth Management's Global X US Preferred ETF position peaked at $8.23M in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.