Focus Financial Network’s Global X US Preferred ETF PFFD Stock Holding History

Focus Financial Network’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 Q3	$242K	Sell	13,748 -1,034	-7%	-$19K	0.01%	680
2026 Q2	$276K	Sell	14,782 -690	-4%	-$13K	0.01%	643
2026 Q1	$285K	Sell	15,472 -125	-0.8%	-$2.39K	0.01%	612
2025 Q4	$296K	Buy	15,597 +55	+0.4%	+$1.05K	0.01%	596
2025 Q3	$302K	Sell	15,542 -49	-0.3%	-$947	0.01%	598
2025 Q2	$294K	Buy	15,591 +101	+0.7%	+$1.88K	0.01%	579
2025 Q1	$295K	Sell	15,490 -443	-3%	-$8.7K	0.01%	553
2024 Q4	$312K	Sell	15,933 -48,302	-75%	-$984K	0.01%	539
2024 Q3	$1.33M	Buy	64,235 +1,959	+3%	+$39.4K	0.05%	236
2024 Q2	$1.24M	Buy	62,276 +45,637	+274%	+$896K	0.05%	241
2024 Q1	$319K	Buy	16,639 +821	+5%	+$16.4K	0.02%	476
2023 Q4	$309K	Sell	15,818 -12,602	-44%	-$235K	0.01%	567
2023 Q3	$535K	Sell	28,420 -1,007	-3%	-$19.3K	0.03%	344
2023 Q2	$571K	Buy	29,427 +105	+0.4%	+$2.04K	0.03%	336
2023 Q1	$582K	Buy	+29,322	New	+$603K	0.04%	324
2021 Q1	–	Sell	-19,214	Closed	-$498K	–	485
2020 Q4	$498K	Buy	19,214 +2,068	+12%	+$52.3K	0.04%	270
2020 Q3	$425K	Sell	17,146 -7,652	-31%	-$187K	0.04%	280
2020 Q2	$583K	Sell	24,798 -10,700	-30%	-$249K	0.06%	227
2020 Q1	$777K	Buy	35,498 +835	+2%	+$20.1K	0.1%	161
2019 Q4	$872K	Sell	34,663 -895	-3%	-$22.3K	0.11%	173
2019 Q3	$892K	Buy	35,558 +3,715	+12%	+$92.2K	0.12%	152
2019 Q2	$781K	Buy	31,843 +1,786	+6%	+$43.4K	0.12%	161
2019 Q1	$723K	Buy	+30,057	New	+$713K	0.12%	158

Other funds holding PFFD

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Focus Financial Network's PFFD Position: Q3 2026 in Review

Focus Financial Network reduced its Global X US Preferred ETF (PFFD) stake by 7% in Q3 2026, selling an estimated $19K and leaving 13,748 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #680.

Focus Financial Network first reported a position in PFFD in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.33M in Q3 2024. 26 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Focus Financial Network held 13,748 shares of Global X US Preferred ETF worth $242K as of Q3 2026.
Focus Financial Network sold 1,034 Global X US Preferred ETF shares in Q3 2026, an estimated $19K.
Global X US Preferred ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #680 holding.
Focus Financial Network first reported a position in Global X US Preferred ETF in Q1 2019 and has held it in 23 quarters since.
Focus Financial Network's Global X US Preferred ETF position peaked at $1.33M in Q3 2024.
26 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.