Crews Bank & Trust’s Global X US Preferred ETF PFFD Stock Holding History

Crews Bank & Trust’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	$2.28M	Buy	121,730 +2,215	+2%	+$41.8K	0.3%	48
2026 Q1	$2.2M	Sell	119,515 -900	-0.7%	-$17.2K	0.32%	46
2025 Q4	$2.28M	Sell	120,415 -2,815	-2%	-$53.8K	0.33%	49
2025 Q3	$2.39M	Sell	123,230 -2,150	-2%	-$41.5K	0.35%	47
2025 Q2	$2.36M	Buy	125,380 +8,375	+7%	+$156K	0.37%	42
2025 Q1	$2.23M	Sell	117,005 -5,050	-4%	-$99.2K	0.38%	45
2024 Q4	$2.38M	Buy	+122,055	New	+$2.49M	0.4%	42

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

Crews Bank & Trust's PFFD Position: Q2 2026 in Review

Crews Bank & Trust increased its Global X US Preferred ETF (PFFD) stake by 1.9% in Q2 2026, buying an estimated $41.8K and bringing the position to 121,730 shares worth $2.28M. The position accounts for 0.3% of the portfolio, ranked #48.

Crews Bank & Trust first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.39M in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Crews Bank & Trust held 121,730 shares of Global X US Preferred ETF worth $2.28M as of Q2 2026.
Crews Bank & Trust bought 2,215 Global X US Preferred ETF shares in Q2 2026, an estimated $41.8K.
Global X US Preferred ETF made up 0.3% of Crews Bank & Trust's portfolio in Q2 2026, its #48 holding.
Crews Bank & Trust first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Global X US Preferred ETF position peaked at $2.39M in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.