Creative Planning
PFFD icon

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

Creative Planning’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 		$19.1M Buy
1,038,341
+11,985
+1% +$229K 0.01% 464
2025
Q4 		$19.4M Buy
1,026,356
+6,180
+0.6% +$118K 0.01% 395
2025
Q3 		$19.8M Sell
1,020,176
-6,860
-0.7% -$133K 0.02% 367
2025
Q2 		$19.3M Sell
1,027,036
-4,262
-0.4% -$79.4K 0.02% 343
2025
Q1 		$19.6M Buy
1,031,298
+26,106
+3% +$513K 0.02% 329
2024
Q4 		$19.6M Buy
1,005,192
+59,822
+6% +$1.22M 0.02% 303
2024
Q3 		$19.6M Buy
945,370
+13,055
+1% +$263K 0.02% 289
2024
Q2 		$18.3M Sell
932,315
-15,478
-2% -$304K 0.02% 282
2024
Q1 		$19.1M Buy
947,793
+92,948
+11% +$1.85M 0.02% 274
2023
Q4 		$16.6M Buy
854,845
+51,974
+6% +$967K 0.03% 279
2023
Q3 		$15.1M Buy
802,871
+316,438
+65% +$6.05M 0.02% 284
2023
Q2 		$9.43M Buy
486,433
+143,816
+42% +$2.79M 0.01% 365
2023
Q1 		$6.8M Buy
342,617
+88,037
+35% +$1.81M 0.01% 426
2022
Q4 		$4.93M Buy
254,580
+87,745
+53% +$1.75M 0.01% 498
2022
Q3 		$3.42M Buy
166,835
+59,883
+56% +$1.29M 0.01% 535
2022
Q2 		$2.27M Buy
106,952
+70,450
+193% +$1.53M ﹤0.01% 678
2022
Q1 		$858K Buy
+36,502
New +$874K ﹤0.01% 1060

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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
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

Creative Planning's PFFD Position: Q1 2026 in Review

Creative Planning increased its Global X US Preferred ETF (PFFD) stake by 1.2% in Q1 2026, buying an estimated $229K and bringing the position to 1,038,341 shares worth $19.1M. The position accounts for 0.01% of the portfolio, ranked #464.

Creative Planning first reported a position in PFFD in Q1 2022 and has held it in 17 quarters since. The position peaked at $19.8M in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • Creative Planning held 1,038,341 shares of Global X US Preferred ETF worth $19.1M as of Q1 2026.
  • Creative Planning bought 11,985 Global X US Preferred ETF shares in Q1 2026, an estimated $229K.
  • Global X US Preferred ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #464 holding.
  • Creative Planning first reported a position in Global X US Preferred ETF in Q1 2022 and has held it in 17 quarters since.
  • Creative Planning's Global X US Preferred ETF position peaked at $19.8M in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.