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 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

David Kennon's PFFD Position: Q1 2026 in Review

David Kennon reduced its Global X US Preferred ETF (PFFD) stake by 80% in Q1 2026, selling an estimated $3.37M and leaving 43,504 shares worth $800K. The position accounts for 0.29% of the portfolio, ranked #28.

David Kennon first reported a position in PFFD in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.02M in Q1 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

David Kennon held 43,504 shares of Global X US Preferred ETF worth $800K as of Q1 2026.
David Kennon sold 176,050 Global X US Preferred ETF shares in Q1 2026, an estimated $3.37M.
Global X US Preferred ETF made up 0.29% of David Kennon's portfolio in Q1 2026, its #28 holding.
David Kennon first reported a position in Global X US Preferred ETF in Q3 2022 and has held it in 15 quarters since.
David Kennon's Global X US Preferred ETF position peaked at $8.02M in Q1 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on David Kennon's 13F filing for Q1 2026, filed 29 Apr 2026.