Great Valley Advisor Group’s Global X US Preferred ETF PFFD Stock Holding History

Great Valley Advisor Group’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	$2.91M	Buy	155,676 +34,730	+29%	+$655K	0.05%	323
2026 Q1	$2.23M	Sell	120,946 -14,974	-11%	-$286K	0.04%	353
2025 Q4	$2.57M	Sell	135,920 -8,265	-6%	-$158K	0.05%	294
2025 Q3	$2.8M	Buy	144,185 +6,747	+5%	+$130K	0.06%	273
2025 Q2	$2.59M	Buy	137,438 +17,936	+15%	+$334K	0.06%	273
2025 Q1	$2.28M	Buy	119,502 +43,706	+58%	+$858K	0.05%	290
2024 Q4	$1.48M	Buy	75,796 +5,640	+8%	+$115K	0.03%	368
2024 Q3	$1.46M	Buy	70,156 +4,657	+7%	+$93.7K	0.04%	362
2024 Q2	$1.29M	Buy	65,499 +4,485	+7%	+$88K	0.04%	343
2024 Q1	$1.23M	Buy	+61,014	New	+$1.22M	0.04%	337
2020 Q2	–	Sell	-45,509	Closed	-$996K	–	428
2020 Q1	$996K	Sell	45,509 -338	-0.7%	-$8.14K	0.26%	116
2019 Q4	$1.15M	Buy	45,847 +4,160	+10%	+$104K	0.26%	122
2019 Q3	$1.05M	Buy	41,687 +1,998	+5%	+$49.6K	0.25%	122
2019 Q2	$973K	Buy	+39,689	New	+$964K	0.24%	127

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

Great Valley Advisor Group's PFFD Position: Q2 2026 in Review

Great Valley Advisor Group increased its Global X US Preferred ETF (PFFD) stake by 29% in Q2 2026, buying an estimated $655K and bringing the position to 155,676 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #323.

Great Valley Advisor Group first reported a position in PFFD in Q2 2019 and has held it in 14 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Great Valley Advisor Group held 155,676 shares of Global X US Preferred ETF worth $2.91M as of Q2 2026.
Great Valley Advisor Group bought 34,730 Global X US Preferred ETF shares in Q2 2026, an estimated $655K.
Global X US Preferred ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q2 2026, its #323 holding.
Great Valley Advisor Group first reported a position in Global X US Preferred ETF in Q2 2019 and has held it in 14 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.