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

Envestnet 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 Q2	$47.1M	Buy	2,522,498 +272,858	+12%	+$5.15M	0.01%	900
2026 Q1	$41.4M	Buy	2,249,640 +573,350	+34%	+$11M	0.01%	900
2025 Q4	$31.7M	Buy	1,676,290 +262,480	+19%	+$5.02M	0.01%	973
2025 Q3	$27.5M	Sell	1,413,810 -228,817	-14%	-$4.42M	0.01%	1081
2025 Q2	$30.9M	Buy	1,642,627 +209,405	+15%	+$3.9M	0.01%	990
2025 Q1	$27.3M	Buy	1,433,222 +143,263	+11%	+$2.81M	0.01%	998
2024 Q4	$25.2M	Buy	1,289,959 +87,661	+7%	+$1.79M	0.01%	1057
2024 Q3	$25M	Buy	1,202,298 +22,284	+2%	+$448K	0.01%	1054
2024 Q2	$23.2M	Buy	1,180,014 +128,462	+12%	+$2.52M	0.01%	1049
2024 Q1	$21.2M	Buy	1,051,552 +51,012	+5%	+$1.02M	0.01%	1072
2023 Q4	$19.4M	Sell	1,000,540 -427,752	-30%	-$7.96M	0.01%	1049
2023 Q3	$26.9M	Buy	1,428,292 +102,134	+8%	+$1.95M	0.01%	833
2023 Q2	$25.7M	Buy	1,326,158 +185,820	+16%	+$3.6M	0.01%	813
2023 Q1	$22.6M	Buy	1,140,338 +65,105	+6%	+$1.34M	0.01%	819
2022 Q4	$20.8M	Sell	1,075,233 -66,469	-6%	-$1.33M	0.01%	835
2022 Q3	$23.4M	Sell	1,141,702 -75,273	-6%	-$1.63M	0.01%	697
2022 Q2	$25.8M	Sell	1,216,975 -179,476	-13%	-$3.89M	0.01%	671
2022 Q1	$32.8M	Buy	1,396,451 +271,874	+24%	+$6.51M	0.02%	640
2021 Q4	$29M	Buy	1,124,577 +195,257	+21%	+$5M	0.01%	683
2021 Q3	$23.9M	Buy	929,320 +553,969	+148%	+$14.4M	0.01%	718
2021 Q2	$9.82M	Buy	375,351 +70,282	+23%	+$1.81M	0.01%	1143
2021 Q1	$7.78M	Sell	305,069 -148,405	-33%	-$3.76M	0.01%	1188
2020 Q4	$11.7M	Buy	453,474 +21,529	+5%	+$545K	0.01%	837
2020 Q3	$10.7M	Sell	431,945 -33,007	-7%	-$809K	0.01%	783
2020 Q2	$10.9M	Buy	464,952 +265,822	+133%	+$6.19M	0.01%	744
2020 Q1	$4.36M	Sell	199,130 -30,018	-13%	-$723K	0.01%	1064
2019 Q4	$5.74M	Buy	229,148 +10,302	+5%	+$257K	0.01%	1053
2019 Q3	$5.49M	Buy	218,846 +50,764	+30%	+$1.26M	0.01%	1010
2019 Q2	$4.12M	Buy	168,082 +968	+0.6%	+$23.5K	0.01%	1159
2019 Q1	$4.02M	Buy	167,114 +5,874	+4%	+$139K	0.01%	1123
2018 Q4	$3.63M	Buy	+161,240	New	+$3.73M	0.01%	1043

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

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management's PFFD Position: Q2 2026 in Review

Envestnet Asset Management increased its Global X US Preferred ETF (PFFD) stake by 12% in Q2 2026, buying an estimated $5.15M and bringing the position to 2,522,498 shares worth $47.1M. The position accounts for 0.01% of the portfolio, ranked #900.

Envestnet Asset Management first reported a position in PFFD in Q4 2018 and has held it in 31 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Envestnet Asset Management held 2,522,498 shares of Global X US Preferred ETF worth $47.1M as of Q2 2026.
Envestnet Asset Management bought 272,858 Global X US Preferred ETF shares in Q2 2026, an estimated $5.15M.
Global X US Preferred ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #900 holding.
Envestnet Asset Management first reported a position in Global X US Preferred ETF in Q4 2018 and has held it in 31 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.