Delta Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Delta Asset Management’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	$1.71K	Hold	97	–	–	﹤0.01%	548
2026 Q2	$1.81K	Hold	97	–	–	﹤0.01%	547
2026 Q1	$1.78K	Hold	97	–	–	﹤0.01%	540
2025 Q4	$1.83K	Hold	97	–	–	﹤0.01%	544
2025 Q3	$1.88K	Hold	97	–	–	﹤0.01%	551
2025 Q2	$1.83K	Hold	97	–	–	﹤0.01%	540
2025 Q1	$1.85K	Hold	97	–	–	﹤0.01%	543
2024 Q4	$1.89K	Hold	97	–	–	﹤0.01%	554
2024 Q3	$2.02K	Hold	97	–	–	﹤0.01%	555
2024 Q2	$1.91K	Hold	97	–	–	﹤0.01%	555
2024 Q1	$1.96K	Hold	97	–	–	﹤0.01%	574
2023 Q4	$1.88K	Hold	97	–	–	﹤0.01%	580
2023 Q3	$1.82K	Hold	97	–	–	﹤0.01%	592
2023 Q2	$1.88K	Hold	97	–	–	﹤0.01%	596
2023 Q1	$1.93K	Hold	97	–	–	﹤0.01%	569
2022 Q4	$1.88K	Buy	+97	New	+$1.94K	﹤0.01%	599

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Delta Asset Management's PFFD Position: Q3 2026 in Review

Delta Asset Management held its Global X US Preferred ETF (PFFD) position steady in Q3 2026 at 97 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Delta Asset Management first reported a position in PFFD in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.02K in Q3 2024. 185 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Delta Asset Management held 97 shares of Global X US Preferred ETF worth $1.71K as of Q3 2026.
Delta Asset Management left its Global X US Preferred ETF share count unchanged in Q3 2026.
Global X US Preferred ETF made up ﹤0.01% of Delta Asset Management's portfolio in Q3 2026, its #548 holding.
Delta Asset Management first reported a position in Global X US Preferred ETF in Q4 2022 and has held it in 16 quarters since.
Delta Asset Management's Global X US Preferred ETF position peaked at $2.02K in Q3 2024.
185 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Delta Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.