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 Q2	–	Sell	-849	Closed	-$15.6K	–	1332
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 $1.55T 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

Golden State Equity Partners's PFFD Position: Q2 2026 in Review

Golden State Equity Partners sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 849 shares — an estimated $15.6K sold.

Golden State Equity Partners first reported a position in PFFD in Q1 2026 and held it in 1 quarter. The position peaked at $15.6K in Q1 2026. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Golden State Equity Partners reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 849 Global X US Preferred ETF shares in Q2 2026, an estimated $15.6K.
Golden State Equity Partners first reported a position in Global X US Preferred ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Global X US Preferred ETF position peaked at $15.6K in Q1 2026.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.