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David Kennon’s Global X US Preferred ETF PFFD Stock Holding History

David Kennon’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
Q3 		$573K Sell
32,570
-4,488
-12% -$82.4K 0.19% 35
2026
Q2 		$693K Sell
37,058
-6,446
-15% -$122K 0.23% 32
2026
Q1 		$800K Sell
43,504
-176,050
-80% -$3.37M 0.29% 28
2025
Q4 		$4.15M Buy
219,554
+1,052
+0.5% +$20.1K 1.48% 16
2025
Q3 		$4.25M Sell
218,502
-11,185
-5% -$216K 1.53% 15
2025
Q2 		$4.33M Sell
229,687
-191,728
-45% -$3.57M 1.62% 15
2025
Q1 		$8.02M Buy
421,415
+28,368
+7% +$557K 3.19% 11
2024
Q4 		$7.67M Buy
393,047
+8,339
+2% +$170K 3.02% 10
2024
Q3 		$7.99M Buy
384,708
+7,573
+2% +$152K 3.15% 11
2024
Q2 		$7.42M Buy
377,135
+7,290
+2% +$143K 3.12% 11
2024
Q1 		$7.46M Buy
369,845
+4,056
+1% +$80.9K 3.19% 11
2023
Q4 		$7.1M Buy
365,789
+8,747
+2% +$163K 3.18% 12
2023
Q3 		$6.72M Buy
357,042
+3,377
+1% +$64.6K 3.22% 12
2023
Q2 		$6.86M Buy
353,665
+7,005
+2% +$136K 3.19% 12
2023
Q1 		$6.88M Buy
346,660
+217,707
+169% +$4.48M 3.36% 11
2022
Q4 		$2.5M Buy
128,953
+3,439
+3% +$68.6K 1.3% 15
2022
Q3 		$2.57M Buy
+125,514
New +$2.71M 1.42% 15

Other funds holding PFFD

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
HA
Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

David Kennon's PFFD Position: Q3 2026 in Review

David Kennon reduced its Global X US Preferred ETF (PFFD) stake by 12% in Q3 2026, selling an estimated $82.4K and leaving 32,570 shares worth $573K. The position accounts for 0.19% of the portfolio, ranked #35.

David Kennon first reported a position in PFFD in Q3 2022 and has held it in 17 quarters since. The position peaked at $8.02M in Q1 2025. 48 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • David Kennon held 32,570 shares of Global X US Preferred ETF worth $573K as of Q3 2026.
  • David Kennon sold 4,488 Global X US Preferred ETF shares in Q3 2026, an estimated $82.4K.
  • Global X US Preferred ETF made up 0.19% of David Kennon's portfolio in Q3 2026, its #35 holding.
  • David Kennon first reported a position in Global X US Preferred ETF in Q3 2022 and has held it in 17 quarters since.
  • David Kennon's Global X US Preferred ETF position peaked at $8.02M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on David Kennon's 13F filing for Q3 2026, filed 13 Oct 2026.