Fortitude Family Office’s Global X US Preferred ETF PFFD Stock Holding History

Fortitude Family Office’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	$62.4K	Hold	3,544	–	–	0.01%	374
2026 Q2	$66.2K	Hold	3,544	–	–	0.01%	238
2026 Q1	$65.2K	Hold	3,544	–	–	0.01%	201
2025 Q4	$67K	Hold	3,544	–	–	0.02%	215
2025 Q3	$68.9K	Hold	3,544	–	–	0.02%	214
2025 Q2	$66.7K	Buy	+3,544	New	+$66K	0.02%	207

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 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

Fortitude Family Office's PFFD Position: Q3 2026 in Review

Fortitude Family Office held its Global X US Preferred ETF (PFFD) position steady in Q3 2026 at 3,544 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #374.

Fortitude Family Office first reported a position in PFFD in Q2 2025 and has held it in 6 quarters since. The position peaked at $68.9K in Q3 2025. 29 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Fortitude Family Office held 3,544 shares of Global X US Preferred ETF worth $62.4K as of Q3 2026.
Fortitude Family Office left its Global X US Preferred ETF share count unchanged in Q3 2026.
Global X US Preferred ETF made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #374 holding.
Fortitude Family Office first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Global X US Preferred ETF position peaked at $68.9K in Q3 2025.
29 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.