Cornerstone Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

Cornerstone Financial Group’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	$179K	Buy	+10,144	New	+$186K	0.1%	75

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Cornerstone Financial Group's PFFD Position: Q3 2026 in Review

Cornerstone Financial Group opened a new position in Global X US Preferred ETF (PFFD) in Q3 2026: 10,144 shares worth $179K. The stake represents 0.1% of the portfolio and ranks #75 among its holdings.

219 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Cornerstone Financial Group held 10,144 shares of Global X US Preferred ETF worth $179K as of Q3 2026.
Global X US Preferred ETF was a new Cornerstone Financial Group position in Q3 2026.
Global X US Preferred ETF made up 0.1% of Cornerstone Financial Group's portfolio in Q3 2026, its #75 holding.
219 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.