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Firestone Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Firestone Capital 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
Q1 		– Sell
-16,691
Closed -$316K – 166
2025
Q4 		$316K Sell
16,691
-2,868
-15% -$54.8K 0.07% 127
2025
Q3 		$380K Hold
19,559
– – 0.08% 116
2025
Q2 		$368K Sell
19,559
-3,692
-16% -$68.8K 0.09% 112
2025
Q1 		$443K Buy
23,251
+57
+0.2% +$1.12K 0.12% 93
2024
Q4 		$453K Buy
23,194
+54
+0.2% +$1.1K 0.11% 96
2024
Q3 		$481K Sell
23,140
-12,286
-35% -$247K 0.12% 91
2024
Q2 		$697K Buy
35,426
+220
+0.6% +$4.32K 0.19% 66
2024
Q1 		$710K Buy
35,206
+10,055
+40% +$201K 0.2% 67
2023
Q4 		$488K Buy
25,151
+158
+0.6% +$2.94K 0.15% 77
2023
Q3 		$470K Buy
24,993
+425
+2% +$8.12K 0.16% 74
2023
Q2 		$469K Buy
24,568
+245
+1% +$4.75K 0.15% 77
2023
Q1 		$483K Sell
24,323
-6,628
-21% -$136K 0.17% 67
2022
Q4 		$600K Buy
30,951
+10,901
+54% +$218K 0.22% 59
2022
Q3 		$411K Buy
20,050
+113
+0.6% +$2.44K 0.17% 67
2022
Q2 		$423K Sell
19,937
-4,540
-19% -$98.4K 0.16% 65
2022
Q1 		$575K Buy
24,477
+2,265
+10% +$54.2K 0.19% 61
2021
Q4 		$572K Buy
22,212
+292
+1% +$7.48K 0.18% 62
2021
Q3 		$574K Hold
21,920
– – 0.19% 58
2021
Q2 		$574K Buy
21,920
+4,055
+23% +$104K 0.21% 58
2021
Q1 		$456K Buy
17,865
+737
+4% +$18.7K 0.16% 69
2020
Q4 		$442K Buy
17,128
+16,428
+2,347% +$416K 0.17% 66
2020
Q3 		$17K Buy
+700
New +$17.2K 0.01% 275

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Firestone Capital Management's PFFD Position: Q1 2026 in Review

Firestone Capital Management sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 16,691 shares — an estimated $316K sold.

Firestone Capital Management first reported a position in PFFD in Q3 2020 and held it in 22 quarters. The position peaked at $710K in Q1 2024. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • Firestone Capital Management reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Firestone Capital Management sold 16,691 Global X US Preferred ETF shares in Q1 2026, an estimated $316K.
  • Firestone Capital Management first reported a position in Global X US Preferred ETF in Q3 2020 and held it in 22 quarters.
  • Firestone Capital Management's Global X US Preferred ETF position peaked at $710K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.