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EverSource Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

EverSource Wealth Advisors’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 		$67.9K Buy
3,633
+3,517
+3,032% +$66.3K ﹤0.01% 1592
2026
Q1 		$2.14K Buy
116
+1
+0.9% +$19 ﹤0.01% 3620
2025
Q4 		$2.18K Sell
115
-101
-47% -$1.93K ﹤0.01% 3474
2025
Q3 		$4.21K Sell
216
-89
-29% -$1.72K ﹤0.01% 3233
2025
Q2 		$5.74K Buy
305
+3
+1% +$56 ﹤0.01% 3100
2025
Q1 		$5.75K Sell
302
-995
-77% -$19.5K ﹤0.01% 2425
2024
Q4 		$25.3K Sell
1,297
-27
-2% -$550 ﹤0.01% 1504
2024
Q3 		$27.5K Buy
1,324
+13
+1% +$262 ﹤0.01% 1333
2024
Q2 		$25.9K Buy
1,311
+21
+2% +$412 ﹤0.01% 1377
2024
Q1 		$24.9K Buy
1,290
+27
+2% +$539 ﹤0.01% 1260
2023
Q4 		$24.5K Buy
1,263
+21
+2% +$391 ﹤0.01% 1151
2023
Q3 		$23.4K Sell
1,242
-98
-7% -$1.87K ﹤0.01% 1067
2023
Q2 		$26K Buy
1,340
+17
+1% +$330 ﹤0.01% 1049
2023
Q1 		$26.3K Buy
1,323
+910
+220% +$18.7K ﹤0.01% 988
2022
Q4 		$8K Hold
413
– – ﹤0.01% 1415
2022
Q3 		$8K Hold
413
– – ﹤0.01% 1206
2022
Q2 		$9K Hold
413
– – ﹤0.01% 1080
2022
Q1 		$10K Hold
413
– – ﹤0.01% 980
2021
Q4 		$11K Buy
+413
New +$10.6K ﹤0.01% 930

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EverSource Wealth Advisors's PFFD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Global X US Preferred ETF (PFFD) stake by 3,032% in Q2 2026, buying an estimated $66.3K and bringing the position to 3,633 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

EverSource Wealth Advisors first reported a position in PFFD in Q4 2021 and has held it in 19 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • EverSource Wealth Advisors held 3,633 shares of Global X US Preferred ETF worth $67.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 3,517 Global X US Preferred ETF shares in Q2 2026, an estimated $66.3K.
  • Global X US Preferred ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1592 holding.
  • EverSource Wealth Advisors first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 19 quarters since.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.