Golden State Equity Partners’s Global X US Preferred ETF PFFD Stock Holding History

Golden State Equity Partners’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	$15.6K	Buy	+849	New	+$16.2K	﹤0.01%	1167

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 $374B AUM 17.66% 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 $1.53B AUM 29.94% 1-Year Est. Return

Golden State Equity Partners's PFFD Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Global X US Preferred ETF (PFFD) in Q1 2026: 849 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #1167 among its holdings.

281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Golden State Equity Partners held 849 shares of Global X US Preferred ETF worth $15.6K as of Q1 2026.
Global X US Preferred ETF was a new Golden State Equity Partners position in Q1 2026.
Global X US Preferred ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1167 holding.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.