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Fourth Dimension Wealth’s Global X US Preferred ETF PFFD Stock Holding History

Fourth Dimension Wealth’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 		$112 Hold
6
– – ﹤0.01% 671
2026
Q1 		$110 Hold
6
– – ﹤0.01% 579
2025
Q4 		$113 Hold
6
– – ﹤0.01% 593
2025
Q3 		$117 Hold
6
– – ﹤0.01% 578
2025
Q2 		$113 Hold
6
– – ﹤0.01% 589
2025
Q1 		$114 Hold
6
– – ﹤0.01% 612
2024
Q4 		$117 Buy
+6
New +$122 ﹤0.01% 614

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fourth Dimension Wealth's PFFD Position: Q2 2026 in Review

Fourth Dimension Wealth held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 6 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Fourth Dimension Wealth first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $117 in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Fourth Dimension Wealth held 6 shares of Global X US Preferred ETF worth $112 as of Q2 2026.
  • Fourth Dimension Wealth left its Global X US Preferred ETF share count unchanged in Q2 2026.
  • Global X US Preferred ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #671 holding.
  • Fourth Dimension Wealth first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Global X US Preferred ETF position peaked at $117 in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.