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

FDx 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	$190K	Hold	10,158	–	–	0.06%	179
2026 Q1	$187K	Buy	+10,158	New	+$194K	0.06%	182
2025 Q4	–	Sell	-10,158	Closed	-$195K	–	146
2025 Q3	$195K	Buy	+10,158	New	+$196K	0.06%	181
2023 Q3	–	Sell	-10,604	Closed	-$206K	–	740
2023 Q2	$206K	Buy	+10,604	New	+$206K	0.01%	712
2022 Q2	–	Sell	-12,597	Closed	-$296K	–	877
2022 Q1	$296K	Buy	12,597 +1,279	+11%	+$30.6K	0.01%	670
2021 Q4	$292K	Buy	11,318 +27	+0.2%	+$692	0.01%	709
2021 Q3	$291K	Buy	11,291 +2,986	+36%	+$77.6K	0.01%	677
2021 Q2	$217K	Buy	8,305 +71	+0.9%	+$1.83K	0.01%	763
2021 Q1	$210K	Hold	8,234	–	–	0.01%	732
2020 Q4	$212K	Sell	8,234 -27	-0.3%	-$683	0.01%	667
2020 Q3	$205K	Buy	+8,261	New	+$202K	0.01%	575
2020 Q2	–	Sell	-12,896	Closed	-$282K	–	611
2020 Q1	$282K	Sell	12,896 -2,978	-19%	-$71.8K	0.02%	396
2019 Q4	$397K	Sell	15,874 -3,287	-17%	-$82K	0.02%	411
2019 Q3	$481K	Sell	19,161 -6,535	-25%	-$162K	0.03%	353
2019 Q2	$630K	Buy	25,696 +3,521	+16%	+$85.5K	0.02%	434
2019 Q1	$534K	Sell	22,175 -924	-4%	-$21.9K	0.02%	453
2018 Q4	$521K	Buy	+23,099	New	+$535K	0.04%	303

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

FDx Advisors's PFFD Position: Q2 2026 in Review

FDx Advisors held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 10,158 shares worth $190K. The position accounts for 0.06% of the portfolio, ranked #179.

FDx Advisors first reported a position in PFFD in Q4 2018 and has held it in 17 quarters since. The position peaked at $630K in Q2 2019. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

FDx Advisors held 10,158 shares of Global X US Preferred ETF worth $190K as of Q2 2026.
FDx Advisors left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up 0.06% of FDx Advisors's portfolio in Q2 2026, its #179 holding.
FDx Advisors first reported a position in Global X US Preferred ETF in Q4 2018 and has held it in 17 quarters since.
FDx Advisors's Global X US Preferred ETF position peaked at $630K in Q2 2019.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on FDx Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.