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

Cyndeo Wealth Partners’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	$1.85M	Buy	98,738 +560	+0.6%	+$10.6K	0.09%	197
2026 Q1	$1.81M	Buy	98,178 +12,206	+14%	+$233K	0.1%	177
2025 Q4	$1.63M	Sell	85,972 -12,467	-13%	-$238K	0.09%	191
2025 Q3	$1.91M	Hold	98,439	–	–	0.11%	171
2025 Q2	$1.85M	Hold	98,439	–	–	0.11%	167
2025 Q1	$1.87M	Hold	98,439	–	–	0.12%	167
2024 Q4	$1.92M	Hold	98,439	–	–	0.13%	165
2024 Q3	$2.05M	Buy	98,439 +10,000	+11%	+$201K	0.14%	165
2024 Q2	$1.74M	Hold	88,439	–	–	0.14%	170
2024 Q1	$1.78M	Buy	88,439 +77,929	+741%	+$1.55M	0.15%	160
2023 Q4	$204K	Buy	+10,510	New	+$196K	0.02%	357

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

Cyndeo Wealth Partners's PFFD Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Global X US Preferred ETF (PFFD) stake by 0.57% in Q2 2026, buying an estimated $10.6K and bringing the position to 98,738 shares worth $1.85M. The position accounts for 0.09% of the portfolio, ranked #197.

Cyndeo Wealth Partners first reported a position in PFFD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Cyndeo Wealth Partners held 98,738 shares of Global X US Preferred ETF worth $1.85M as of Q2 2026.
Cyndeo Wealth Partners bought 560 Global X US Preferred ETF shares in Q2 2026, an estimated $10.6K.
Global X US Preferred ETF made up 0.09% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #197 holding.
Cyndeo Wealth Partners first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 11 quarters since.
Cyndeo Wealth Partners's Global X US Preferred ETF position peaked at $2.05M in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.