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 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 $5.27B 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

Fortitude Family Office's PFFD Position: Q2 2026 in Review

Fortitude Family Office held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 3,544 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #238.

Fortitude Family Office first reported a position in PFFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $68.9K in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Fortitude Family Office held 3,544 shares of Global X US Preferred ETF worth $66.2K as of Q2 2026.
Fortitude Family Office left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #238 holding.
Fortitude Family Office first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 5 quarters since.
Fortitude Family Office's Global X US Preferred ETF position peaked at $68.9K in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.