Foundations Investment Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Foundations Investment 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	–	Sell	-15,917	Closed	-$293K	–	1280
2026 Q1	$293K	Sell	15,917 -2,525	-14%	-$48.3K	﹤0.01%	919
2025 Q4	$349K	Buy	18,442 +2,148	+13%	+$41.1K	﹤0.01%	844
2025 Q3	$317K	Buy	16,294 +689	+4%	+$13.3K	﹤0.01%	829
2025 Q2	$294K	Buy	+15,605	New	+$291K	﹤0.01%	749
2023 Q2	–	Sell	-96,535	Closed	-$1.92M	–	605
2023 Q1	$1.92M	Buy	96,535 +6,212	+7%	+$128K	0.07%	174
2022 Q4	$1.75M	Buy	90,323 +23,026	+34%	+$459K	0.07%	147
2022 Q3	$1.38M	Buy	67,297 +20,241	+43%	+$438K	0.06%	126
2022 Q2	$1M	Sell	47,056 -2,280	-5%	-$49.4K	0.04%	144
2022 Q1	$1.1M	Buy	49,336 +9,394	+24%	+$225K	0.04%	119
2021 Q4	$1.02M	Sell	39,942 -26,816	-40%	-$687K	0.04%	123
2021 Q3	$1.69M	Buy	66,758 +59,022	+763%	+$1.53M	0.07%	87
2021 Q2	$202K	Sell	7,736 -339	-4%	-$8.73K	0.01%	288
2021 Q1	$207K	Buy	+8,075	New	+$205K	0.01%	211
2020 Q3	–	Sell	-13,681	Closed	-$324K	–	178
2020 Q2	$324K	Buy	+13,681	New	+$319K	0.03%	132

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

Foundations Investment Advisors's PFFD Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 15,917 shares — an estimated $293K sold.

Foundations Investment Advisors first reported a position in PFFD in Q2 2020 and held it in 14 quarters. The position peaked at $1.92M in Q1 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Foundations Investment Advisors reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 15,917 Global X US Preferred ETF shares in Q2 2026, an estimated $293K.
Foundations Investment Advisors first reported a position in Global X US Preferred ETF in Q2 2020 and held it in 14 quarters.
Foundations Investment Advisors's Global X US Preferred ETF position peaked at $1.92M in Q1 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.