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

FLC Capital 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	$329K	Sell	17,600 -2,322	-12%	-$43.8K	0.05%	176
2026 Q1	$367K	Sell	19,922 -3,481	-15%	-$66.6K	0.07%	154
2025 Q4	$443K	Hold	23,403	–	–	0.08%	132
2025 Q3	$455K	Buy	23,403 +449	+2%	+$8.67K	0.09%	126
2025 Q2	$432K	Sell	22,954 -26,227	-53%	-$489K	0.09%	127
2025 Q1	$936K	Buy	49,181 +50	+0.1%	+$982	0.21%	67
2024 Q4	$959K	Buy	49,131 +13,171	+37%	+$268K	0.22%	66
2024 Q3	$747K	Buy	35,960 +16,148	+82%	+$325K	0.17%	82
2024 Q2	$390K	Buy	+19,812	New	+$389K	0.1%	112
2023 Q3	–	Sell	-10,545	Closed	-$204K	–	151
2023 Q2	$204K	Sell	10,545 -2,550	-19%	-$49.4K	0.06%	146
2023 Q1	$260K	Sell	13,095 -16,557	-56%	-$341K	0.08%	134
2022 Q4	$574K	Sell	29,652 -1,150	-4%	-$22.9K	0.18%	82
2022 Q3	$632K	Buy	30,802 +3,470	+13%	+$75K	0.22%	79
2022 Q2	$580K	Sell	27,332 -27,618	-50%	-$599K	0.19%	93
2022 Q1	$1.29M	Sell	54,950 -12,375	-18%	-$296K	0.36%	64
2021 Q4	$1.73M	Buy	67,325 +22,538	+50%	+$577K	0.48%	58
2021 Q3	$1.15M	Buy	44,787 +5,025	+13%	+$131K	0.34%	75
2021 Q2	$1.04M	Buy	39,762 +17,835	+81%	+$459K	0.31%	78
2021 Q1	$559K	Sell	21,927 -6,162	-22%	-$156K	0.18%	103
2020 Q4	$725K	Sell	28,089 -4,420	-14%	-$112K	0.24%	76
2020 Q3	$815K	Buy	32,509 +7,903	+32%	+$194K	0.3%	69
2020 Q2	$581K	Buy	24,606 +4,070	+20%	+$94.8K	0.23%	74
2020 Q1	$430K	Buy	20,536 +7,574	+58%	+$182K	0.2%	69
2019 Q4	$324K	Buy	12,962 +4,112	+46%	+$103K	0.13%	83
2019 Q3	$222K	Hold	8,850	–	–	0.09%	111
2019 Q2	$217K	Buy	+8,850	New	+$215K	0.09%	113

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

FLC Capital Advisors's PFFD Position: Q2 2026 in Review

FLC Capital Advisors reduced its Global X US Preferred ETF (PFFD) stake by 12% in Q2 2026, selling an estimated $43.8K and leaving 17,600 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #176.

FLC Capital Advisors first reported a position in PFFD in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.73M in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

FLC Capital Advisors held 17,600 shares of Global X US Preferred ETF worth $329K as of Q2 2026.
FLC Capital Advisors sold 2,322 Global X US Preferred ETF shares in Q2 2026, an estimated $43.8K.
Global X US Preferred ETF made up 0.05% of FLC Capital Advisors's portfolio in Q2 2026, its #176 holding.
FLC Capital Advisors first reported a position in Global X US Preferred ETF in Q2 2019 and has held it in 26 quarters since.
FLC Capital Advisors's Global X US Preferred ETF position peaked at $1.73M in Q4 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.