FFN
PFFD icon

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
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

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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Financial Network's PFFD Position: Q2 2026 in Review

Focus Financial Network reduced its Global X US Preferred ETF (PFFD) stake by 4.5% in Q2 2026, selling an estimated $13K and leaving 14,782 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #643.

Focus Financial Network first reported a position in PFFD in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.33M in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Focus Financial Network held 14,782 shares of Global X US Preferred ETF worth $276K as of Q2 2026.
  • Focus Financial Network sold 690 Global X US Preferred ETF shares in Q2 2026, an estimated $13K.
  • Global X US Preferred ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #643 holding.
  • Focus Financial Network first reported a position in Global X US Preferred ETF in Q1 2019 and has held it in 22 quarters since.
  • Focus Financial Network's Global X US Preferred ETF position peaked at $1.33M in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.