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

Flagship Harbor 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 Q1	–	Sell	-10,306	Closed	-$195K	–	1752
2025 Q4	$195K	Buy	+10,306	New	+$197K	0.01%	666
2025 Q2	–	Sell	-67,948	Closed	-$1.29M	–	794
2025 Q1	$1.29M	Buy	67,948 +3,779	+6%	+$74.2K	0.07%	242
2024 Q4	$1.25M	Sell	64,169 -690	-1%	-$14.1K	0.07%	239
2024 Q3	$1.35M	Sell	64,859 -1,415	-2%	-$28.5K	0.07%	229
2024 Q2	$1.3M	Buy	66,274 +5,583	+9%	+$110K	0.08%	227
2024 Q1	$1.22M	Buy	60,691 +1,866	+3%	+$37.2K	0.08%	222
2023 Q4	$1.14M	Buy	+58,825	New	+$1.09M	0.08%	213

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

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

Flagship Harbor Advisors's PFFD Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 10,306 shares — an estimated $195K sold.

Flagship Harbor Advisors first reported a position in PFFD in Q4 2023 and held it in 7 quarters. The position peaked at $1.35M in Q3 2024. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Flagship Harbor Advisors reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 10,306 Global X US Preferred ETF shares in Q1 2026, an estimated $195K.
Flagship Harbor Advisors first reported a position in Global X US Preferred ETF in Q4 2023 and held it in 7 quarters.
Flagship Harbor Advisors's Global X US Preferred ETF position peaked at $1.35M in Q3 2024.
283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.