Founders Financial Alliance’s Global X US Preferred ETF PFFD Stock Holding History

Founders Financial Alliance’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	$2.45K	Hold	131	–	–	﹤0.01%	754
2026 Q1	$2.41K	Buy	+131	New	+$2.5K	﹤0.01%	705
2025 Q4	–	Sell	-131	Closed	-$2.54K	–	682
2025 Q3	$2.54K	Buy	+131	New	+$2.53K	﹤0.01%	678
2021 Q3	–	Sell	-1,000	Closed	-$26K	–	477
2021 Q2	$26K	Sell	1,000 -150	-13%	-$3.86K	0.01%	384
2021 Q1	$29K	Sell	1,150 -275	-19%	-$6.97K	0.01%	367
2020 Q4	$37K	Hold	1,425	–	–	0.02%	309
2020 Q3	$36K	Buy	+1,425	New	+$34.9K	0.02%	442

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

Founders Financial Alliance's PFFD Position: Q2 2026 in Review

Founders Financial Alliance held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 131 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Founders Financial Alliance first reported a position in PFFD in Q3 2020 and has held it in 7 quarters since. The position peaked at $37K in Q4 2020. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Founders Financial Alliance held 131 shares of Global X US Preferred ETF worth $2.45K as of Q2 2026.
Founders Financial Alliance left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #754 holding.
Founders Financial Alliance first reported a position in Global X US Preferred ETF in Q3 2020 and has held it in 7 quarters since.
Founders Financial Alliance's Global X US Preferred ETF position peaked at $37K in Q4 2020.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.