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

GSB 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 Q1	$1.07M	Sell	58,360 -15,959	-21%	-$305K	0.24%	100
2025 Q4	$1.41M	Sell	74,319 -6,235	-8%	-$119K	0.32%	85
2025 Q3	$1.57M	Sell	80,554 -54,801	-40%	-$1.06M	0.35%	82
2025 Q2	$1.75M	Buy	135,355 +19,188	+17%	+$358K	0.43%	75
2025 Q1	$2.21M	Sell	116,167 -90,256	-44%	-$1.77M	0.58%	65
2024 Q4	$4.03M	Sell	206,423 -22,865	-10%	-$466K	1.04%	22
2024 Q3	$4.76M	Buy	229,288 +12,283	+6%	+$247K	1.22%	17
2024 Q2	$4.27M	Buy	217,005 +11,637	+6%	+$228K	1.17%	18
2024 Q1	$4.14M	Buy	205,368 +71,772	+54%	+$1.43M	1.17%	19
2023 Q4	$2.59M	Sell	133,596 -4,691	-3%	-$87.3K	0.8%	35
2023 Q3	$2.6M	Buy	138,287 +5,010	+4%	+$95.8K	0.87%	32
2023 Q2	$2.58M	Sell	133,277 -70,258	-35%	-$1.36M	0.84%	34
2023 Q1	$4.01M	Buy	203,535 +45,624	+29%	+$938K	1.31%	14
2022 Q4	$3.06M	Sell	157,911 -28,614	-15%	-$571K	1.09%	26
2022 Q3	$3.83M	Sell	186,525 -2,987	-2%	-$64.6K	1.39%	12
2022 Q2	$4.02M	Sell	189,512 -40,031	-17%	-$868K	1.37%	9
2022 Q1	$5.39M	Buy	229,543 +20,070	+10%	+$480K	1.57%	7
2021 Q4	$5.4M	Buy	209,473 +21,856	+12%	+$560K	1.55%	8
2021 Q3	$4.83M	Buy	187,617 +24,579	+15%	+$639K	2.48%	5
2021 Q2	$4.27M	Buy	163,038 +36,936	+29%	+$951K	1.33%	11
2021 Q1	$3.22M	Buy	+126,102	New	+$3.2M	1.07%	20

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

GSB Wealth Management's PFFD Position: Q1 2026 in Review

GSB Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 21% in Q1 2026, selling an estimated $305K and leaving 58,360 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #100.

GSB Wealth Management first reported a position in PFFD in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.4M in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

GSB Wealth Management held 58,360 shares of Global X US Preferred ETF worth $1.07M as of Q1 2026.
GSB Wealth Management sold 15,959 Global X US Preferred ETF shares in Q1 2026, an estimated $305K.
Global X US Preferred ETF made up 0.24% of GSB Wealth Management's portfolio in Q1 2026, its #100 holding.
GSB Wealth Management first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 21 quarters since.
GSB Wealth Management's Global X US Preferred ETF position peaked at $5.4M in Q4 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.