Global Wealth Strategies & Associates’s Global X US Preferred ETF PFFD Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-717	Closed	-$13.2K	–	347
2026 Q1	$13.2K	Hold	717	–	–	﹤0.01%	292
2025 Q4	$13.6K	Hold	717	–	–	﹤0.01%	280
2025 Q3	$13.9K	Hold	717	–	–	﹤0.01%	253
2025 Q2	$13.5K	Hold	717	–	–	﹤0.01%	198
2025 Q1	$13.7K	Sell	717 -1,400	-66%	-$27.5K	﹤0.01%	221
2024 Q4	$41.3K	Hold	2,117	–	–	0.01%	120
2024 Q3	$44K	Sell	2,117 -1,000	-32%	-$20.1K	0.01%	104
2024 Q2	$61.3K	Sell	3,117 -8	-0.3%	-$157	0.02%	79
2024 Q1	$63K	Sell	3,125 -157	-5%	-$3.13K	0.02%	79
2023 Q4	$63.7K	Sell	3,282 -270,285	-99%	-$5.03M	0.03%	72
2023 Q3	$5.15M	Buy	273,567 +48,269	+21%	+$923K	2.4%	12
2023 Q2	$4.37M	Buy	225,298 +16,949	+8%	+$329K	2.05%	14
2023 Q1	$4.14M	Buy	+208,349	New	+$4.28M	2.14%	14

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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 22.9% 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

Global Wealth Strategies & Associates's PFFD Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 717 shares — an estimated $13.2K sold.

Global Wealth Strategies & Associates first reported a position in PFFD in Q1 2023 and held it in 13 quarters. The position peaked at $5.15M in Q3 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 717 Global X US Preferred ETF shares in Q2 2026, an estimated $13.2K.
Global Wealth Strategies & Associates first reported a position in Global X US Preferred ETF in Q1 2023 and held it in 13 quarters.
Global Wealth Strategies & Associates's Global X US Preferred ETF position peaked at $5.15M in Q3 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.