Collective Family Office’s Global X US Preferred ETF PFFD Stock Holding History

Collective Family Office’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	$14.5M	Buy	777,208 +79,920	+11%	+$1.51M	2.97%	7
2026 Q1	$12.8M	Buy	697,288 +89,912	+15%	+$1.72M	2.89%	8
2025 Q4	$11.5M	Buy	607,376 +106,896	+21%	+$2.04M	2.64%	9
2025 Q3	$9.72M	Buy	500,480 +14,408	+3%	+$278K	2.33%	12
2025 Q2	$9.15M	Sell	486,072 -15,993	-3%	-$298K	2.35%	11
2025 Q1	$9.56M	Buy	502,065 +100,690	+25%	+$1.98M	2.58%	11
2024 Q4	$7.83M	Buy	401,375 +13,886	+4%	+$283K	2.15%	15
2024 Q3	$8.05M	Buy	387,489 +19,169	+5%	+$386K	2.19%	15
2024 Q2	$7.25M	Buy	368,320 +91,130	+33%	+$1.79M	2.13%	18
2024 Q1	$5.59M	Buy	277,190 +23,287	+9%	+$464K	1.81%	17
2023 Q4	$4.93M	Sell	253,903 -109,189	-30%	-$2.03M	1.73%	18
2023 Q3	$6.83M	Buy	363,092 +7,204	+2%	+$138K	2.66%	8
2023 Q2	$6.9M	Sell	355,888 -52,662	-13%	-$1.02M	2.7%	8
2023 Q1	$8.11M	Buy	408,550 +49,916	+14%	+$1.03M	3.35%	4
2022 Q4	$6.95M	Sell	358,634 -40,127	-10%	-$801K	3.12%	5
2022 Q3	$8.18M	Buy	398,761 +3,159	+0.8%	+$68.3K	4.07%	2
2022 Q2	$8.39M	Buy	395,602 +74,406	+23%	+$1.61M	3.63%	3
2022 Q1	$7.55M	Sell	321,196 -231,795	-42%	-$5.55M	2.88%	4
2021 Q4	$14.2M	Buy	552,991 +53,763	+11%	+$1.38M	5.61%	1
2021 Q3	$12.9M	Buy	499,228 +24,062	+5%	+$626K	5.53%	1
2021 Q2	$12.4M	Buy	475,166 +72,420	+18%	+$1.87M	5.32%	1
2021 Q1	$10.3M	Buy	402,746 +23,167	+6%	+$587K	5.01%	1
2020 Q4	$9.79M	Buy	+379,579	New	+$9.61M	5.44%	1

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

SOWBOCOPL

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Collective Family Office's PFFD Position: Q2 2026 in Review

Collective Family Office increased its Global X US Preferred ETF (PFFD) stake by 11% in Q2 2026, buying an estimated $1.51M and bringing the position to 777,208 shares worth $14.5M. The position accounts for 2.97% of the portfolio, ranked #7.

Collective Family Office first reported a position in PFFD in Q4 2020 and has held it in 23 quarters since. 124 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Collective Family Office held 777,208 shares of Global X US Preferred ETF worth $14.5M as of Q2 2026.
Collective Family Office bought 79,920 Global X US Preferred ETF shares in Q2 2026, an estimated $1.51M.
Global X US Preferred ETF made up 2.97% of Collective Family Office's portfolio in Q2 2026, its #7 holding.
Collective Family Office first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 23 quarters since.
124 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.