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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PFFD Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Global X US Preferred ETF (PFFD) stake by 58% in Q1 2026, selling an estimated $1.45M and leaving 55,606 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #163.

Gerber Kawasaki Wealth & Investment Management first reported a position in PFFD in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.98M in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management held 55,606 shares of Global X US Preferred ETF worth $1.02M as of Q1 2026.
Gerber Kawasaki Wealth & Investment Management sold 75,933 Global X US Preferred ETF shares in Q1 2026, an estimated $1.45M.
Global X US Preferred ETF made up 0.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #163 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Global X US Preferred ETF in Q3 2022 and has held it in 15 quarters since.
Gerber Kawasaki Wealth & Investment Management's Global X US Preferred ETF position peaked at $2.98M in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.