Compass Financial Services’s Global X US Preferred ETF PFFD Stock Holding History

Compass Financial Services’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	–	Sell	-36	Closed	-$688	–	205
2025 Q4	$688	Hold	36	–	–	﹤0.01%	282
2025 Q3	$696	Buy	36 +1	+3%	+$19	﹤0.01%	297
2025 Q2	$664	Hold	35	–	–	﹤0.01%	288
2025 Q1	$660	Buy	+35	New	+$687	﹤0.01%	280

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FMLI

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

Compass Financial Services's PFFD Position: Q1 2026 in Review

Compass Financial Services sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 36 shares — an estimated $688 sold.

Compass Financial Services first reported a position in PFFD in Q1 2025 and held it in 4 quarters. The position peaked at $696 in Q3 2025. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Compass Financial Services reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 36 Global X US Preferred ETF shares in Q1 2026, an estimated $688.
Compass Financial Services first reported a position in Global X US Preferred ETF in Q1 2025 and held it in 4 quarters.
Compass Financial Services's Global X US Preferred ETF position peaked at $696 in Q3 2025.
283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.