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 Q1	–	Sell	-55,074	Closed	-$1.04M	–	2988
2025 Q4	$1.04M	Buy	55,074 +26,853	+95%	+$513K	﹤0.01%	1864
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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Corient Private Wealth's PFFD Position: Q1 2026 in Review

Corient Private Wealth sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 55,074 shares — an estimated $1.04M sold.

Corient Private Wealth first reported a position in PFFD in Q4 2022 and held it in 13 quarters. The position peaked at $1.27M in Q1 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Corient Private Wealth reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
Corient Private Wealth sold 55,074 Global X US Preferred ETF shares in Q1 2026, an estimated $1.04M.
Corient Private Wealth first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 13 quarters.
Corient Private Wealth's Global X US Preferred ETF position peaked at $1.27M in Q1 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.