Envestnet Portfolio Solutions’s Global X US Preferred ETF PFFD Stock Holding History

Envestnet Portfolio Solutions’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 Q1	$751K	Buy	40,813 +773	+2%	+$14.8K	﹤0.01%	745
2025 Q4	$757K	Buy	40,040 +3,566	+10%	+$68.2K	﹤0.01%	879
2025 Q3	$709K	Sell	36,474 -284	-0.8%	-$5.49K	﹤0.01%	884
2025 Q2	$692K	Buy	36,758 +5,187	+16%	+$96.7K	﹤0.01%	950
2025 Q1	$601K	Buy	31,571 +1,122	+4%	+$22K	﹤0.01%	977
2024 Q4	$594K	Buy	30,449 +4,625	+18%	+$94.2K	﹤0.01%	1149
2024 Q3	$537K	Buy	25,824 +8,262	+47%	+$166K	﹤0.01%	1168
2024 Q2	$346K	Sell	17,562 -57	-0.3%	-$1.12K	﹤0.01%	1300
2024 Q1	$355K	Buy	17,619 +6,371	+57%	+$127K	﹤0.01%	1269
2023 Q4	$218K	Sell	11,248 -3,668	-25%	-$68.3K	﹤0.01%	1459
2023 Q3	$281K	Buy	+14,916	New	+$285K	﹤0.01%	1262

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Envestnet Portfolio Solutions's PFFD Position: Q1 2026 in Review

Envestnet Portfolio Solutions increased its Global X US Preferred ETF (PFFD) stake by 1.9% in Q1 2026, buying an estimated $14.8K and bringing the position to 40,813 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Envestnet Portfolio Solutions first reported a position in PFFD in Q3 2023 and has held it in 11 quarters since. The position peaked at $757K in Q4 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Envestnet Portfolio Solutions held 40,813 shares of Global X US Preferred ETF worth $751K as of Q1 2026.
Envestnet Portfolio Solutions bought 773 Global X US Preferred ETF shares in Q1 2026, an estimated $14.8K.
Global X US Preferred ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #745 holding.
Envestnet Portfolio Solutions first reported a position in Global X US Preferred ETF in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Global X US Preferred ETF position peaked at $757K in Q4 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.