FAM
PFFD icon

Flaharty Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Flaharty Asset 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 		$1.82M Sell
97,614
-1,048,152
-91% -$19.8M 2.6% 17
2026
Q1 		$21.1M Buy
1,145,766
+22,827
+2% +$437K 2.62% 19
2025
Q4 		$21.2M Buy
1,122,939
+43,052
+4% +$823K 2.65% 18
2025
Q3 		$21M Buy
1,079,887
+36,146
+3% +$698K 2.67% 18
2025
Q2 		$19.7M Buy
1,043,741
+40,238
+4% +$750K 2.69% 18
2025
Q1 		$19.1M Buy
1,003,503
+75,673
+8% +$1.49M 2.76% 18
2024
Q4 		$18.1M Buy
927,830
+739
+0.1% +$15.1K 2.64% 16
2024
Q3 		$19.3M Sell
927,091
-27,056
-3% -$544K 2.71% 17
2024
Q2 		$18.8M Buy
954,147
+5,940
+0.6% +$117K 2.77% 16
2024
Q1 		$19.1M Sell
948,207
-339,733
-26% -$6.78M 2.84% 16
2023
Q4 		$25M Sell
1,287,940
-527,260
-29% -$9.81M 3.95% 8
2023
Q3 		$34.1M Buy
1,815,200
+88,561
+5% +$1.69M 5.71% 4
2023
Q2 		$33.5M Buy
1,726,639
+57,476
+3% +$1.11M 5.73% 4
2023
Q1 		$33.1M Buy
1,669,163
+82,433
+5% +$1.7M 5.92% 3
2022
Q4 		$30.7M Buy
+1,586,730
New +$31.7M 5.75% 4

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Flaharty Asset Management's PFFD Position: Q2 2026 in Review

Flaharty Asset Management reduced its Global X US Preferred ETF (PFFD) stake by 91% in Q2 2026, selling an estimated $19.8M and leaving 97,614 shares worth $1.82M. The position accounts for 2.6% of the portfolio, ranked #17.

Flaharty Asset Management first reported a position in PFFD in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.1M in Q3 2023. 35 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Flaharty Asset Management held 97,614 shares of Global X US Preferred ETF worth $1.82M as of Q2 2026.
  • Flaharty Asset Management sold 1,048,152 Global X US Preferred ETF shares in Q2 2026, an estimated $19.8M.
  • Global X US Preferred ETF made up 2.6% of Flaharty Asset Management's portfolio in Q2 2026, its #17 holding.
  • Flaharty Asset Management first reported a position in Global X US Preferred ETF in Q4 2022 and has held it in 15 quarters since.
  • Flaharty Asset Management's Global X US Preferred ETF position peaked at $34.1M in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.