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Evolution Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Evolution Wealth 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 		$30.5K Hold
1,634
– – 0.02% 391
2026
Q1 		$30.1K Sell
1,634
-342
-17% -$6.54K 0.02% 359
2025
Q4 		$37.4K Sell
1,976
-2,666
-57% -$51K 0.03% 275
2025
Q3 		$90.2K Sell
4,642
-2,214
-32% -$42.8K 0.09% 147
2025
Q2 		$129K Buy
+6,856
New +$128K 0.16% 103

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

Evolution Wealth Management's PFFD Position: Q2 2026 in Review

Evolution Wealth Management held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 1,634 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #391.

Evolution Wealth Management first reported a position in PFFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $129K in Q2 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Evolution Wealth Management held 1,634 shares of Global X US Preferred ETF worth $30.5K as of Q2 2026.
  • Evolution Wealth Management left its Global X US Preferred ETF share count unchanged in Q2 2026.
  • Global X US Preferred ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Evolution Wealth Management first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Global X US Preferred ETF position peaked at $129K in Q2 2025.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.