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BFC Planning, Inc.’s Global X US Preferred ETF PFFD Stock Holding History

BFC Planning, Inc.’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 		$5.79K Sell
310
-41
-12% -$773 ﹤0.01% 2622
2026
Q1 		$6.46K Hold
351
– – ﹤0.01% 2214
2025
Q4 		$6.64K Buy
+351
New +$6.71K ﹤0.01% 2250

Other funds holding PFFD

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 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 22.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Fukoku Mutual Life Insurance
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

BFC Planning, Inc.'s PFFD Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Global X US Preferred ETF (PFFD) stake by 12% in Q2 2026, selling an estimated $773 and leaving 310 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

BFC Planning, Inc. first reported a position in PFFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.64K in Q4 2025. 283 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • BFC Planning, Inc. held 310 shares of Global X US Preferred ETF worth $5.79K as of Q2 2026.
  • BFC Planning, Inc. sold 41 Global X US Preferred ETF shares in Q2 2026, an estimated $773.
  • Global X US Preferred ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2622 holding.
  • BFC Planning, Inc. first reported a position in Global X US Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Global X US Preferred ETF position peaked at $6.64K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.