DHJJ Financial Advisors’s Global X US Preferred ETF PFFD Stock Holding History

DHJJ Financial Advisors’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	$94	Hold	5	–	–	﹤0.01%	1053
2026 Q1	$92	Hold	5	–	–	﹤0.01%	1046
2025 Q4	$95	Hold	5	–	–	﹤0.01%	1000
2025 Q3	$98	Hold	5	–	–	﹤0.01%	965
2025 Q2	$95	Hold	5	–	–	﹤0.01%	938
2025 Q1	$96	Hold	5	–	–	﹤0.01%	892
2024 Q4	$98	Hold	5	–	–	﹤0.01%	859
2024 Q3	$104	Hold	5	–	–	﹤0.01%	835
2024 Q2	$99	Hold	5	–	–	﹤0.01%	795
2024 Q1	$101	Hold	5	–	–	﹤0.01%	776
2023 Q4	$97	Hold	5	–	–	﹤0.01%	770
2023 Q3	$95	Buy	+5	New	+$96	﹤0.01%	771

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 22.9% 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

DHJJ Financial Advisors's PFFD Position: Q2 2026 in Review

DHJJ Financial Advisors held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 5 shares worth $94. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

DHJJ Financial Advisors first reported a position in PFFD in Q3 2023 and has held it in 12 quarters since. The position peaked at $104 in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

DHJJ Financial Advisors held 5 shares of Global X US Preferred ETF worth $94 as of Q2 2026.
DHJJ Financial Advisors left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1053 holding.
DHJJ Financial Advisors first reported a position in Global X US Preferred ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Global X US Preferred ETF position peaked at $104 in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.