Cornerstone Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Cornerstone Wealth Management’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	$265K	Sell	14,171 -692	-5%	-$13K	0.01%	646
2026 Q1	$273K	Sell	14,863 -1,525	-9%	-$29.2K	0.01%	601
2025 Q4	$310K	Sell	16,388 -4,319	-21%	-$82.6K	0.02%	533
2025 Q3	$402K	Sell	20,707 -801	-4%	-$15.5K	0.02%	469
2025 Q2	$405K	Sell	21,508 -360	-2%	-$6.71K	0.02%	435
2025 Q1	$416K	Sell	21,868 -1,565	-7%	-$30.7K	0.03%	411
2024 Q4	$457K	Sell	23,433 -3,274	-12%	-$66.7K	0.03%	373
2024 Q3	$555K	Sell	26,707 -1,894	-7%	-$38.1K	0.04%	329
2024 Q2	$563K	Buy	28,601 +994	+4%	+$19.5K	0.04%	309
2024 Q1	$557K	Buy	27,607 +17,192	+165%	+$343K	0.05%	312
2023 Q4	$202K	Buy	+10,415	New	+$194K	0.02%	502

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

Cornerstone Wealth Management's PFFD Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 4.7% in Q2 2026, selling an estimated $13K and leaving 14,171 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #646.

Cornerstone Wealth Management first reported a position in PFFD in Q4 2023 and has held it in 11 quarters since. The position peaked at $563K in Q2 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Cornerstone Wealth Management held 14,171 shares of Global X US Preferred ETF worth $265K as of Q2 2026.
Cornerstone Wealth Management sold 692 Global X US Preferred ETF shares in Q2 2026, an estimated $13K.
Global X US Preferred ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #646 holding.
Cornerstone Wealth Management first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 11 quarters since.
Cornerstone Wealth Management's Global X US Preferred ETF position peaked at $563K in Q2 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.