CoreCap Advisors’s Global X US Preferred ETF PFFD Stock Holding History

CoreCap Advisors’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	$11.6K	Hold	622	–	–	﹤0.01%	2011
2026 Q1	$11.4K	Hold	622	–	–	﹤0.01%	1907
2025 Q4	$11.8K	Sell	622 -234	-27%	-$4.47K	﹤0.01%	1905
2025 Q3	$16.6K	Buy	856 +311	+57%	+$6.01K	﹤0.01%	1739
2025 Q2	$10.3K	Hold	545	–	–	﹤0.01%	1858
2025 Q1	$10.4K	Sell	545 -488	-47%	-$9.58K	﹤0.01%	1795
2024 Q4	$20.2K	Sell	1,033 -2,071	-67%	-$42.2K	﹤0.01%	1534
2024 Q3	$64.5K	Buy	3,104 +1,799	+138%	+$36.2K	﹤0.01%	1086
2024 Q2	$25.7K	Buy	1,305 +135	+12%	+$2.65K	﹤0.01%	826
2024 Q1	$23.6K	Buy	+1,170	New	+$23.3K	﹤0.01%	1407
2022 Q4	$25.1K	Buy	+1,296	New	+$25.9K	﹤0.01%	1211
2022 Q3	–	Sell	-3,184	Closed	-$68K	–	1632
2022 Q2	$68K	Buy	+3,184	New	+$69K	0.01%	840
2022 Q1	–	Sell	-9,706	Closed	-$250K	–	1629
2021 Q4	$250K	Buy	+9,706	New	+$249K	0.02%	481

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

CoreCap Advisors's PFFD Position: Q2 2026 in Review

CoreCap Advisors held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 622 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

CoreCap Advisors first reported a position in PFFD in Q4 2021 and has held it in 13 quarters since. The position peaked at $250K in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

CoreCap Advisors held 622 shares of Global X US Preferred ETF worth $11.6K as of Q2 2026.
CoreCap Advisors left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2011 holding.
CoreCap Advisors first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Global X US Preferred ETF position peaked at $250K in Q4 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.