Corient Private Wealth’s Global X US Preferred ETF PFFD Stock Holding History

Corient Private Wealth’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	$483K	Buy	+25,841	New	+$487K	﹤0.01%	2246
2026 Q1	–	Sell	-27,537	Closed	-$522K	–	2956
2025 Q4	$522K	Sell	27,537 -684	-2%	-$13.1K	﹤0.01%	1853
2025 Q3	$548K	Buy	28,221 +843	+3%	+$16.3K	﹤0.01%	1746
2025 Q2	$516K	Sell	27,378 -219	-0.8%	-$4.08K	﹤0.01%	1684
2025 Q1	$525K	Sell	27,597 -1,092	-4%	-$21.4K	﹤0.01%	1574
2024 Q4	$560K	Buy	28,689 +624	+2%	+$12.7K	﹤0.01%	1558
2024 Q3	$583K	Sell	28,065 -4,032	-13%	-$81.1K	﹤0.01%	1655
2024 Q2	$632K	Sell	32,097 -1,487	-4%	-$29.2K	﹤0.01%	1526
2024 Q1	$677K	Sell	33,584 -4,209	-11%	-$84K	﹤0.01%	1476
2023 Q4	$733K	Sell	37,793 -2,702	-7%	-$50.3K	﹤0.01%	1417
2023 Q3	$762K	Sell	40,495 -18,740	-32%	-$358K	﹤0.01%	1284
2023 Q2	$1.15M	Sell	59,235 -4,827	-8%	-$93.6K	﹤0.01%	1098
2023 Q1	$1.27M	Buy	64,062 +4,247	+7%	+$87.3K	﹤0.01%	997
2022 Q4	$1.16M	Buy	+59,815	New	+$1.19M	﹤0.01%	865

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

Corient Private Wealth's PFFD Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Global X US Preferred ETF (PFFD) in Q2 2026: 25,841 shares worth $483K. The stake represents ﹤0.01% of the portfolio and ranks #2246 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in PFFD as recently as Q4 2025.

Corient Private Wealth first reported a position in PFFD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.27M in Q1 2023. 280 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Corient Private Wealth held 25,841 shares of Global X US Preferred ETF worth $483K as of Q2 2026.
Global X US Preferred ETF was a new Corient Private Wealth position in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2246 holding.
Corient Private Wealth first reported a position in Global X US Preferred ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Global X US Preferred ETF position peaked at $1.27M in Q1 2023.
280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.