Fortis Group Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Fortis Group 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	$7.01K	Hold	375	–	–	﹤0.01%	424
2026 Q1	$6.9K	Hold	375	–	–	﹤0.01%	416
2025 Q4	$7.09K	Hold	375	–	–	﹤0.01%	407
2025 Q3	$7.29K	Hold	375	–	–	﹤0.01%	365
2025 Q2	$7.06K	Hold	375	–	–	﹤0.01%	355
2025 Q1	$7.14K	Hold	375	–	–	﹤0.01%	323
2024 Q4	$7.32K	Hold	375	–	–	﹤0.01%	331
2024 Q3	$7.79K	Hold	375	–	–	﹤0.01%	321
2024 Q2	$7.38K	Hold	375	–	–	﹤0.01%	319
2024 Q1	$7.56K	Sell	375 -375	-50%	-$7.48K	﹤0.01%	335
2023 Q4	$14.6K	Buy	750 +375	+100%	+$6.98K	﹤0.01%	260
2023 Q3	$7.05K	Buy	+375	New	+$7.17K	﹤0.01%	256
2020 Q3	$9K	Buy	+375	New	+$9.19K	﹤0.01%	295

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

Fortis Group Advisors's PFFD Position: Q2 2026 in Review

Fortis Group Advisors held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 375 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Fortis Group Advisors first reported a position in PFFD in Q3 2020 and has held it in 13 quarters since. The position peaked at $14.6K in Q4 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Fortis Group Advisors held 375 shares of Global X US Preferred ETF worth $7.01K as of Q2 2026.
Fortis Group Advisors left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #424 holding.
Fortis Group Advisors first reported a position in Global X US Preferred ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Global X US Preferred ETF position peaked at $14.6K in Q4 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.