Eagle Strategies
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
Q3 		$1.35M Buy
76,425
+5,614
+8% +$103K 0.13% 127
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
State of Wisconsin - Board of Commissioners of Public Lands
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Eagle Strategies's PFFD Position: Q3 2026 in Review

Eagle Strategies increased its Global X US Preferred ETF (PFFD) stake by 7.9% in Q3 2026, buying an estimated $103K and bringing the position to 76,425 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #127.

Eagle Strategies first reported a position in PFFD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.47M in Q1 2026. 169 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • Eagle Strategies held 76,425 shares of Global X US Preferred ETF worth $1.35M as of Q3 2026.
  • Eagle Strategies bought 5,614 Global X US Preferred ETF shares in Q3 2026, an estimated $103K.
  • Global X US Preferred ETF made up 0.13% of Eagle Strategies's portfolio in Q3 2026, its #127 holding.
  • Eagle Strategies first reported a position in Global X US Preferred ETF in Q2 2022 and has held it in 16 quarters since.
  • Eagle Strategies's Global X US Preferred ETF position peaked at $1.47M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.