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Glass Jacobson Investment Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Glass Jacobson Investment Advisors’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 		$8.52K Hold
463
– – ﹤0.01% 471
2025
Q4 		$8.76K Sell
463
-679
-59% -$13K ﹤0.01% 458
2025
Q3 		$22.2K Buy
1,142
+126
+12% +$2.43K 0.01% 387
2025
Q2 		$19.1K Sell
1,016
-175
-15% -$3.26K 0.01% 391
2025
Q1 		$23.2K Hold
1,191
– – 0.01% 484
2024
Q4 		$23.2K Buy
1,191
+39
+3% +$794 0.01% 484
2024
Q3 		$23.9K Sell
1,152
-122
-10% -$2.46K 0.01% 467
2024
Q2 		$25.1K Buy
1,274
+107
+9% +$2.1K 0.01% 449
2024
Q1 		$23.5K Sell
1,167
-17
-1% -$339 0.01% 460
2023
Q4 		$23K Buy
1,184
+25
+2% +$465 0.01% 427
2023
Q3 		$21.8K Buy
1,159
+85
+8% +$1.63K 0.01% 416
2023
Q2 		$20.8K Buy
+1,074
New +$20.8K 0.01% 424
2022
Q4 		$16K Buy
+828
New +$16.5K 0.01% 457

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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Glass Jacobson Investment Advisors's PFFD Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its Global X US Preferred ETF (PFFD) position steady in Q1 2026 at 463 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Glass Jacobson Investment Advisors first reported a position in PFFD in Q4 2022 and has held it in 13 quarters since. The position peaked at $25.1K in Q2 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • Glass Jacobson Investment Advisors held 463 shares of Global X US Preferred ETF worth $8.52K as of Q1 2026.
  • Glass Jacobson Investment Advisors left its Global X US Preferred ETF share count unchanged in Q1 2026.
  • Global X US Preferred ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #471 holding.
  • Glass Jacobson Investment Advisors first reported a position in Global X US Preferred ETF in Q4 2022 and has held it in 13 quarters since.
  • Glass Jacobson Investment Advisors's Global X US Preferred ETF position peaked at $25.1K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.