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PFFD icon

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
Q3 		$6.07K Sell
345
-277
-45% -$5.08K ﹤0.01% 2222
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

CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

CoreCap Advisors's PFFD Position: Q3 2026 in Review

CoreCap Advisors reduced its Global X US Preferred ETF (PFFD) stake by 45% in Q3 2026, selling an estimated $5.08K and leaving 345 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

CoreCap Advisors first reported a position in PFFD in Q4 2021 and has held it in 14 quarters since. The position peaked at $250K in Q4 2021. 26 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • CoreCap Advisors held 345 shares of Global X US Preferred ETF worth $6.07K as of Q3 2026.
  • CoreCap Advisors sold 277 Global X US Preferred ETF shares in Q3 2026, an estimated $5.08K.
  • Global X US Preferred ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2222 holding.
  • CoreCap Advisors first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Global X US Preferred ETF position peaked at $250K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.