Gladstone Institutional Advisory’s Global X US Preferred ETF PFFD Stock Holding History

Gladstone Institutional Advisory’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	$2.29M	Sell	122,640 -2,909	-2%	-$54.9K	0.07%	266
2026 Q1	$2.31M	Buy	125,549 +5,520	+5%	+$106K	0.09%	244
2025 Q4	$2.27M	Sell	120,029 -2,438	-2%	-$46.6K	0.09%	234
2025 Q3	$2.38M	Buy	122,467 +1,268	+1%	+$24.5K	0.09%	218
2025 Q2	$2.28M	Sell	121,199 -2,876	-2%	-$53.6K	0.09%	221
2025 Q1	$2.36M	Buy	124,075 +25,109	+25%	+$493K	0.11%	201
2024 Q4	$1.93M	Buy	98,966 +10,124	+11%	+$206K	0.09%	226
2024 Q3	$1.85M	Buy	88,842 +77,991	+719%	+$1.57M	0.09%	236
2024 Q2	$214K	Buy	+10,851	New	+$213K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gladstone Institutional Advisory's PFFD Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Global X US Preferred ETF (PFFD) stake by 2.3% in Q2 2026, selling an estimated $54.9K and leaving 122,640 shares worth $2.29M. The position accounts for 0.07% of the portfolio, ranked #266.

Gladstone Institutional Advisory first reported a position in PFFD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.38M in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Gladstone Institutional Advisory held 122,640 shares of Global X US Preferred ETF worth $2.29M as of Q2 2026.
Gladstone Institutional Advisory sold 2,909 Global X US Preferred ETF shares in Q2 2026, an estimated $54.9K.
Global X US Preferred ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #266 holding.
Gladstone Institutional Advisory first reported a position in Global X US Preferred ETF in Q2 2024 and has held it in 9 quarters since.
Gladstone Institutional Advisory's Global X US Preferred ETF position peaked at $2.38M in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.