GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$892K Sell
47,708
-7,898
-14% -$149K 0.02% 180
2026
Q1 		$1.02M Sell
55,606
-75,933
-58% -$1.45M 0.03% 163
2025
Q4 		$2.49M Sell
131,539
-21,877
-14% -$418K 0.09% 104
2025
Q3 		$2.98M Buy
153,416
+7,308
+5% +$141K 0.1% 95
2025
Q2 		$2.75M Buy
146,108
+21,335
+17% +$398K 0.11% 98
2025
Q1 		$2.38M Buy
124,773
+6,980
+6% +$137K 0.11% 100
2024
Q4 		$2.3M Buy
117,793
+3,819
+3% +$77.8K 0.1% 100
2024
Q3 		$2.37M Buy
113,974
+5,761
+5% +$116K 0.11% 98
2024
Q2 		$2.13M Sell
108,213
-7,988
-7% -$157K 0.11% 99
2024
Q1 		$2.34M Buy
116,201
+8,627
+8% +$172K 0.13% 97
2023
Q4 		$2.09M Sell
107,574
-19,816
-16% -$369K 0.12% 92
2023
Q3 		$2.4M Sell
127,390
-7,138
-5% -$136K 0.16% 87
2023
Q2 		$2.61M Buy
134,528
+3,806
+3% +$73.8K 0.18% 86
2023
Q1 		$2.6M Sell
130,722
-13,020
-9% -$268K 0.21% 81
2022
Q4 		$2.78M Sell
143,742
-943
-0.7% -$18.8K 0.25% 78
2022
Q3 		$2.97M Buy
+144,685
New +$3.13M 0.28% 73

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
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
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PFFD Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Global X US Preferred ETF (PFFD) stake by 14% in Q2 2026, selling an estimated $149K and leaving 47,708 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #180.

Gerber Kawasaki Wealth & Investment Management first reported a position in PFFD in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.98M in Q3 2025. 170 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 47,708 shares of Global X US Preferred ETF worth $892K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 7,898 Global X US Preferred ETF shares in Q2 2026, an estimated $149K.
  • Global X US Preferred ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #180 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Global X US Preferred ETF in Q3 2022 and has held it in 16 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Global X US Preferred ETF position peaked at $2.98M in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.