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GeoWealth Management’s Global X US Preferred ETF PFFD Stock Holding History

GeoWealth Management’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 		$308K Sell
16,475
-206
-1% -$3.88K 0.01% 644
2026
Q1 		$307K Sell
16,681
-172
-1% -$3.29K 0.01% 605
2025
Q4 		$319K Buy
16,853
+403
+2% +$7.71K 0.01% 550
2025
Q3 		$320K Sell
16,450
-1,554
-9% -$30K 0.01% 567
2025
Q2 		$339K Buy
18,004
+393
+2% +$7.32K 0.01% 520
2025
Q1 		$335K Buy
17,611
+422
+2% +$8.29K 0.01% 516
2024
Q4 		$335K Sell
17,189
-4,640
-21% -$94.5K 0.01% 595
2024
Q3 		$454K Sell
21,829
-1,261
-5% -$25.4K 0.02% 483
2024
Q2 		$454K Buy
23,090
+223
+1% +$4.38K 0.02% 457
2024
Q1 		$461K Buy
22,867
+1,238
+6% +$24.7K 0.02% 459
2023
Q4 		$420K Buy
21,629
+120
+0.6% +$2.23K 0.03% 357
2023
Q3 		$405K Buy
21,509
+391
+2% +$7.47K 0.05% 216
2023
Q2 		$409K Buy
21,118
+2,763
+15% +$53.6K 0.04% 191
2023
Q1 		$364K Buy
18,355
+5,873
+47% +$121K 0.04% 160
2022
Q4 		$241K Buy
12,482
+2,005
+19% +$40K 0.03% 222
2022
Q3 		$213K Sell
10,477
-1,844
-15% -$39.9K 0.02% 234
2022
Q2 		$262K Sell
12,321
-4,799
-28% -$104K 0.04% 219
2022
Q1 		$403K Buy
17,120
+3,543
+26% +$84.8K 0.04% 231
2021
Q4 		$350K Sell
13,577
-3,289
-20% -$84.3K 0.03% 237
2021
Q3 		$434K Buy
16,866
+2,660
+19% +$69.2K 0.04% 231
2021
Q2 		$371K Buy
14,206
+1,268
+10% +$32.7K 0.05% 176
2021
Q1 		$330K Buy
12,938
+34
+0.3% +$862 0.05% 160
2020
Q4 		$335K Buy
12,904
+1,448
+13% +$36.7K 0.05% 170
2020
Q3 		$285K Sell
11,456
-308
-3% -$7.55K 0.09% 128
2020
Q2 		$277K Sell
11,764
-790
-6% -$18.4K 0.11% 125
2020
Q1 		$274K Buy
12,554
+4,233
+51% +$102K 0.19% 73
2019
Q4 		$208K Sell
8,321
-3,131
-27% -$78.1K 0.11% 94
2019
Q3 		$287K Buy
+11,452
New +$284K 0.06% 157

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

GeoWealth Management's PFFD Position: Q2 2026 in Review

GeoWealth Management reduced its Global X US Preferred ETF (PFFD) stake by 1.2% in Q2 2026, selling an estimated $3.88K and leaving 16,475 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #644.

GeoWealth Management first reported a position in PFFD in Q3 2019 and has held it in 28 quarters since. The position peaked at $461K in Q1 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • GeoWealth Management held 16,475 shares of Global X US Preferred ETF worth $308K as of Q2 2026.
  • GeoWealth Management sold 206 Global X US Preferred ETF shares in Q2 2026, an estimated $3.88K.
  • Global X US Preferred ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #644 holding.
  • GeoWealth Management first reported a position in Global X US Preferred ETF in Q3 2019 and has held it in 28 quarters since.
  • GeoWealth Management's Global X US Preferred ETF position peaked at $461K in Q1 2024.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.