Focus Partners Wealth’s Global X US Preferred ETF PFFD Stock Holding History

Focus Partners Wealth’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	$449K	Sell	24,403 -8,924	-27%	-$171K	﹤0.01%	1995
2025 Q4	$630K	Buy	33,327 +10,427	+46%	+$199K	﹤0.01%	1849
2025 Q3	$445K	Sell	22,900 -5,579	-20%	-$108K	﹤0.01%	1659
2025 Q2	$536K	Sell	28,479 -210,978	-88%	-$3.93M	﹤0.01%	1410
2025 Q1	$4.56M	Sell	239,457 -40,398	-14%	-$793K	0.01%	650
2024 Q4	$5.46M	Buy	279,855 +263,012	+1,562%	+$5.36M	0.01%	593
2024 Q3	$350K	Sell	16,843 -4,073	-19%	-$82K	﹤0.01%	1275
2024 Q2	$412K	Sell	20,916 -610	-3%	-$12K	﹤0.01%	992
2024 Q1	$434K	Buy	21,526 +747	+4%	+$14.9K	﹤0.01%	750
2023 Q4	$403K	Buy	+20,779	New	+$387K	0.01%	615

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Focus Partners Wealth's PFFD Position: Q1 2026 in Review

Focus Partners Wealth reduced its Global X US Preferred ETF (PFFD) stake by 27% in Q1 2026, selling an estimated $171K and leaving 24,403 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

Focus Partners Wealth first reported a position in PFFD in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.46M in Q4 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Focus Partners Wealth held 24,403 shares of Global X US Preferred ETF worth $449K as of Q1 2026.
Focus Partners Wealth sold 8,924 Global X US Preferred ETF shares in Q1 2026, an estimated $171K.
Global X US Preferred ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1995 holding.
Focus Partners Wealth first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Global X US Preferred ETF position peaked at $5.46M in Q4 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.