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

Cornerstone 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 		$307K Sell
16,461
-3,740
-19% -$70.5K 0.16% 76
2026
Q1 		$384K Buy
+20,201
New +$386K 0.22% 67

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Wealth's PFFD Position: Q2 2026 in Review

Cornerstone Wealth reduced its Global X US Preferred ETF (PFFD) stake by 19% in Q2 2026, selling an estimated $70.5K and leaving 16,461 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #76.

Cornerstone Wealth first reported a position in PFFD in Q1 2026 and has held it in 2 quarters since. The position peaked at $384K in Q1 2026. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Cornerstone Wealth held 16,461 shares of Global X US Preferred ETF worth $307K as of Q2 2026.
  • Cornerstone Wealth sold 3,740 Global X US Preferred ETF shares in Q2 2026, an estimated $70.5K.
  • Global X US Preferred ETF made up 0.16% of Cornerstone Wealth's portfolio in Q2 2026, its #76 holding.
  • Cornerstone Wealth first reported a position in Global X US Preferred ETF in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Wealth's Global X US Preferred ETF position peaked at $384K in Q1 2026.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Cornerstone Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.