Farther Finance Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Farther Finance 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	$640K	Buy	34,237 +3,707	+12%	+$69.9K	0.01%	1369
2026 Q1	$561K	Sell	30,530 -543	-2%	-$10.4K	0.01%	1319
2025 Q4	$588K	Buy	31,073 +4,161	+15%	+$79.6K	0.01%	1200
2025 Q3	$523K	Buy	26,912 +5,717	+27%	+$110K	0.01%	1049
2025 Q2	$399K	Buy	21,195 +13,600	+179%	+$253K	0.01%	1022
2025 Q1	$144K	Buy	7,595 +7,539	+13,463%	+$148K	﹤0.01%	1365
2024 Q4	$1.09K	Sell	56 -2,029	-97%	-$41.3K	﹤0.01%	3219
2024 Q3	$43.3K	Buy	2,085 +2,029	+3,623%	+$40.8K	﹤0.01%	1730
2024 Q2	$1.1K	Sell	56 -2	-3%	-$39	﹤0.01%	3041
2024 Q1	$1.17K	Hold	58	–	–	﹤0.01%	2705
2023 Q4	$1.13K	Buy	+58	New	+$1.08K	﹤0.01%	2670

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Farther Finance Advisors's PFFD Position: Q2 2026 in Review

Farther Finance Advisors increased its Global X US Preferred ETF (PFFD) stake by 12% in Q2 2026, buying an estimated $69.9K and bringing the position to 34,237 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #1369.

Farther Finance Advisors first reported a position in PFFD in Q4 2023 and has held it in 11 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Farther Finance Advisors held 34,237 shares of Global X US Preferred ETF worth $640K as of Q2 2026.
Farther Finance Advisors bought 3,707 Global X US Preferred ETF shares in Q2 2026, an estimated $69.9K.
Global X US Preferred ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1369 holding.
Farther Finance Advisors first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 11 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.