Creative Financial Designs’s Global X US Preferred ETF PFFD Stock Holding History

Creative Financial Designs’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	$27.2K	Sell	1,455 -2,660	-65%	-$50.2K	﹤0.01%	1212
2026 Q1	$75.7K	Buy	4,115 +408	+11%	+$7.8K	﹤0.01%	759
2025 Q4	$70.1K	Buy	3,707 +10	+0.3%	+$191	﹤0.01%	747
2025 Q3	$71.8K	Sell	3,697 -996	-21%	-$19.2K	﹤0.01%	728
2025 Q2	$88.4K	Sell	4,693 -559	-11%	-$10.4K	0.01%	698
2025 Q1	$100K	Sell	5,252 -1,497	-22%	-$29.4K	0.01%	619
2024 Q4	$132K	Buy	6,749 +374	+6%	+$7.62K	0.01%	539
2024 Q3	$132K	Buy	6,375 +188	+3%	+$3.78K	0.01%	537
2024 Q2	$122K	Buy	6,187 +361	+6%	+$7.08K	0.01%	539
2024 Q1	$117K	Buy	5,826 +1,416	+32%	+$28.2K	0.01%	532
2023 Q4	$85.6K	Buy	4,410 +392	+10%	+$7.29K	0.01%	566
2023 Q3	$75.6K	Buy	4,018 +1,398	+53%	+$26.7K	0.01%	539
2023 Q2	$50.8K	Buy	2,620 +1,589	+154%	+$30.8K	0.01%	634
2023 Q1	$20.5K	Buy	1,031 +90	+10%	+$1.85K	﹤0.01%	804
2022 Q4	$18.2K	Sell	941 -193	-17%	-$3.85K	﹤0.01%	782
2022 Q3	$23K	Sell	1,134 -104	-8%	-$2.25K	﹤0.01%	704
2022 Q2	$26K	Sell	1,238 -257	-17%	-$5.57K	﹤0.01%	681
2022 Q1	$35K	Buy	1,495 +528	+55%	+$12.6K	0.01%	633
2021 Q4	$25K	Buy	967 +188	+24%	+$4.82K	﹤0.01%	714
2021 Q3	$20K	Buy	779 +40	+5%	+$1.04K	﹤0.01%	865
2021 Q2	$19K	Buy	739 +633	+597%	+$16.3K	﹤0.01%	874
2021 Q1	$3K	Buy	+106	New	+$2.69K	﹤0.01%	1166

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

Creative Financial Designs's PFFD Position: Q2 2026 in Review

Creative Financial Designs reduced its Global X US Preferred ETF (PFFD) stake by 65% in Q2 2026, selling an estimated $50.2K and leaving 1,455 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Creative Financial Designs first reported a position in PFFD in Q1 2021 and has held it in 22 quarters since. The position peaked at $132K in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Creative Financial Designs held 1,455 shares of Global X US Preferred ETF worth $27.2K as of Q2 2026.
Creative Financial Designs sold 2,660 Global X US Preferred ETF shares in Q2 2026, an estimated $50.2K.
Global X US Preferred ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1212 holding.
Creative Financial Designs first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 22 quarters since.
Creative Financial Designs's Global X US Preferred ETF position peaked at $132K in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.