Harbor Investment Advisory’s Global X US Preferred ETF PFFD Stock Holding History

Harbor Investment Advisory’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 Q3	$686	Hold	39	–	–	﹤0.01%	1375
2026 Q2	$729	Hold	39	–	–	﹤0.01%	1250
2026 Q1	$718	Hold	39	–	–	﹤0.01%	1160
2025 Q4	$737	Hold	39	–	–	﹤0.01%	1177
2025 Q3	$758	Hold	39	–	–	﹤0.01%	1140
2025 Q2	$734	Hold	39	–	–	﹤0.01%	1135
2025 Q1	$743	Buy	+39	New	+$766	﹤0.01%	1131

Other funds holding PFFD

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Harbor Investment Advisory's PFFD Position: Q3 2026 in Review

Harbor Investment Advisory held its Global X US Preferred ETF (PFFD) position steady in Q3 2026 at 39 shares worth $686. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Harbor Investment Advisory first reported a position in PFFD in Q1 2025 and has held it in 7 quarters since. The position peaked at $758 in Q3 2025. 26 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Harbor Investment Advisory held 39 shares of Global X US Preferred ETF worth $686 as of Q3 2026.
Harbor Investment Advisory left its Global X US Preferred ETF share count unchanged in Q3 2026.
Global X US Preferred ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1375 holding.
Harbor Investment Advisory first reported a position in Global X US Preferred ETF in Q1 2025 and has held it in 7 quarters since.
Harbor Investment Advisory's Global X US Preferred ETF position peaked at $758 in Q3 2025.
26 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.