Golden State Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Golden State Wealth Management’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	$41.2K	Sell	2,205 -2,233	-50%	-$42.1K	﹤0.01%	770
2026 Q1	$81.7K	Sell	4,438 -1,920	-30%	-$36.7K	0.01%	564
2025 Q4	$120K	Sell	6,358 -945	-13%	-$18.1K	0.01%	480
2025 Q3	$142K	Sell	7,303 -149	-2%	-$2.88K	0.02%	437
2025 Q2	$140K	Sell	7,452 -1,174	-14%	-$21.9K	0.02%	412
2025 Q1	$164K	Buy	8,626 +2,765	+47%	+$54.3K	0.02%	367
2024 Q4	$114K	Buy	+5,861	New	+$119K	0.02%	408

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 Wealth Management's PFFD Position: Q2 2026 in Review

Golden State Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 50% in Q2 2026, selling an estimated $42.1K and leaving 2,205 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Golden State Wealth Management first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $164K in Q1 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Golden State Wealth Management held 2,205 shares of Global X US Preferred ETF worth $41.2K as of Q2 2026.
Golden State Wealth Management sold 2,233 Global X US Preferred ETF shares in Q2 2026, an estimated $42.1K.
Global X US Preferred ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #770 holding.
Golden State Wealth Management first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Global X US Preferred ETF position peaked at $164K in Q1 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.