Essex Financial Services’s Global X US Preferred ETF PFFD Stock Holding History

Essex Financial Services’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	$530K	Sell	28,819 -31	-0.1%	-$593	0.03%	444
2025 Q4	$546K	Sell	28,850 -10,721	-27%	-$205K	0.03%	417
2025 Q3	$769K	Sell	39,571 -100	-0.3%	-$1.93K	0.05%	326
2025 Q2	$747K	Hold	39,671	–	–	0.05%	326
2025 Q1	$755K	Hold	39,671	–	–	0.05%	292
2024 Q4	$774K	Hold	39,671	–	–	0.05%	291
2024 Q3	$824K	Hold	39,671	–	–	0.06%	284
2024 Q2	$782K	Buy	39,671 +1,000	+3%	+$19.6K	0.06%	286
2024 Q1	$780K	Hold	38,671	–	–	0.07%	240
2023 Q4	$750K	Sell	38,671 -6,970	-15%	-$130K	0.08%	236
2023 Q3	$859K	Hold	45,641	–	–	0.1%	196
2023 Q2	$885K	Sell	45,641 -6,010	-12%	-$116K	0.1%	191
2023 Q1	$1.03M	Sell	51,651 -659	-1%	-$13.6K	0.11%	179
2022 Q4	$1.01M	Buy	+52,310	New	+$1.04M	0.11%	181

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 $1.72B AUM 29.29% 1-Year Est. Return

Essex Financial Services's PFFD Position: Q1 2026 in Review

Essex Financial Services reduced its Global X US Preferred ETF (PFFD) stake by 0.11% in Q1 2026, selling an estimated $593 and leaving 28,819 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #444.

Essex Financial Services first reported a position in PFFD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q1 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Essex Financial Services held 28,819 shares of Global X US Preferred ETF worth $530K as of Q1 2026.
Essex Financial Services sold 31 Global X US Preferred ETF shares in Q1 2026, an estimated $593.
Global X US Preferred ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #444 holding.
Essex Financial Services first reported a position in Global X US Preferred ETF in Q4 2022 and has held it in 14 quarters since.
Essex Financial Services's Global X US Preferred ETF position peaked at $1.03M in Q1 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.