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PFFD icon

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

CreativeOne 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 		$1.33M Sell
71,159
-6,467
-8% -$122K 0.03% 479
2026
Q1 		$1.43M Buy
77,626
+2,610
+3% +$49.9K 0.03% 452
2025
Q4 		$1.42M Buy
75,016
+6,748
+10% +$129K 0.03% 429
2025
Q3 		$1.33M Sell
68,268
-18,793
-22% -$363K 0.03% 440
2025
Q2 		$1.64M Buy
87,061
+3,299
+4% +$61.5K 0.04% 394
2025
Q1 		$1.59M Sell
83,762
-324
-0.4% -$6.36K 0.05% 352
2024
Q4 		$1.64M Sell
84,086
-11,333
-12% -$231K 0.05% 331
2024
Q3 		$1.98M Sell
95,419
-5,897
-6% -$119K 0.07% 267
2024
Q2 		$1.99M Sell
101,316
-7,665
-7% -$150K 0.1% 197
2024
Q1 		$2.2M Buy
108,981
+6,357
+6% +$127K 0.09% 216
2023
Q4 		$1.99M Buy
102,624
+690
+0.7% +$12.8K 0.13% 156
2023
Q3 		$1.92M Sell
101,934
-5,038
-5% -$96.3K 0.14% 146
2023
Q2 		$2.07M Buy
106,972
+6,717
+7% +$130K 0.1% 202
2023
Q1 		$1.99M Buy
100,255
+15,276
+18% +$314K 0.1% 187
2022
Q4 		$1.65M Buy
84,979
+18,751
+28% +$374K 0.09% 198
2022
Q3 		$1.36M Sell
66,228
-13,751
-17% -$297K 0.08% 209
2022
Q2 		$1.7M Sell
79,979
-7,968
-9% -$173K 0.09% 176
2022
Q1 		$2.07M Sell
87,947
-644
-0.7% -$15.4K 0.11% 156
2021
Q4 		$2.28M Sell
88,591
-9,954
-10% -$255K 0.11% 161
2021
Q3 		$2.54M Sell
98,545
-10,524
-10% -$274K 0.15% 125
2021
Q2 		$2.85M Buy
109,069
+25,969
+31% +$669K 0.18% 113
2021
Q1 		$2.12M Buy
83,100
+12,070
+17% +$306K 0.16% 112
2020
Q4 		$1.83M Buy
71,030
+19,208
+37% +$486K 0.15% 109
2020
Q3 		$1.28M Buy
51,822
+19,868
+62% +$487K 0.18% 87
2020
Q2 		$750K Buy
31,954
+5,088
+19% +$118K 0.12% 105
2020
Q1 		$588K Buy
26,866
+9,666
+56% +$233K 0.11% 89
2019
Q4 		$430K Buy
17,200
+4,674
+37% +$117K 0.07% 118
2019
Q3 		$314K Buy
+12,526
New +$311K 0.06% 130

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

CreativeOne Wealth's PFFD Position: Q2 2026 in Review

CreativeOne Wealth reduced its Global X US Preferred ETF (PFFD) stake by 8.3% in Q2 2026, selling an estimated $122K and leaving 71,159 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #479.

CreativeOne Wealth first reported a position in PFFD in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.85M in Q2 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • CreativeOne Wealth held 71,159 shares of Global X US Preferred ETF worth $1.33M as of Q2 2026.
  • CreativeOne Wealth sold 6,467 Global X US Preferred ETF shares in Q2 2026, an estimated $122K.
  • Global X US Preferred ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #479 holding.
  • CreativeOne Wealth first reported a position in Global X US Preferred ETF in Q3 2019 and has held it in 28 quarters since.
  • CreativeOne Wealth's Global X US Preferred ETF position peaked at $2.85M in Q2 2021.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.