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PFFD icon

Eagle Strategies’s Global X US Preferred ETF PFFD Stock Holding History

Eagle Strategies’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 		$1.32M Sell
70,811
-8,894
-11% -$168K 0.13% 123
2026
Q1 		$1.47M Buy
79,705
+7,774
+11% +$149K 0.18% 106
2025
Q4 		$1.36M Sell
71,931
-1,637
-2% -$31.3K 0.17% 110
2025
Q3 		$1.43M Buy
73,568
+3,208
+5% +$62K 0.19% 104
2025
Q2 		$1.32M Buy
70,360
+15,488
+28% +$289K 0.2% 98
2025
Q1 		$1.04M Buy
54,872
+12,498
+29% +$245K 0.18% 100
2024
Q4 		$827K Sell
42,374
-77
-0.2% -$1.57K 0.14% 113
2024
Q3 		$882K Buy
42,451
+5,255
+14% +$106K 0.16% 100
2024
Q2 		$732K Buy
+37,196
New +$730K 0.14% 109
2024
Q1 		– Sell
-39,727
Closed -$771K – 318
2023
Q4 		$771K Buy
39,727
+2,742
+7% +$51K 0.17% 97
2023
Q3 		$696K Sell
36,985
-11,844
-24% -$226K 0.17% 101
2023
Q2 		$947K Buy
48,829
+13,010
+36% +$252K 0.23% 88
2023
Q1 		$711K Buy
35,819
+13,149
+58% +$270K 0.18% 93
2022
Q4 		$439K Buy
+22,670
New +$452K 0.13% 107
2022
Q3 		– Sell
-42,986
Closed -$912K – 131
2022
Q2 		$912K Buy
+42,986
New +$932K 0.33% 62

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Eagle Strategies's PFFD Position: Q2 2026 in Review

Eagle Strategies reduced its Global X US Preferred ETF (PFFD) stake by 11% in Q2 2026, selling an estimated $168K and leaving 70,811 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #123.

Eagle Strategies first reported a position in PFFD in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q1 2026. 130 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Eagle Strategies held 70,811 shares of Global X US Preferred ETF worth $1.32M as of Q2 2026.
  • Eagle Strategies sold 8,894 Global X US Preferred ETF shares in Q2 2026, an estimated $168K.
  • Global X US Preferred ETF made up 0.13% of Eagle Strategies's portfolio in Q2 2026, its #123 holding.
  • Eagle Strategies first reported a position in Global X US Preferred ETF in Q2 2022 and has held it in 15 quarters since.
  • Eagle Strategies's Global X US Preferred ETF position peaked at $1.47M in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.