Harbour Investments’s Global X US Preferred ETF PFFD Stock Holding History

Harbour Investments’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	$188K	Buy	10,039 +414	+4%	+$7.81K	﹤0.01%	1636
2026 Q1	$177K	Buy	9,625 +2,943	+44%	+$56.3K	﹤0.01%	1602
2025 Q4	$126K	Buy	6,682 +981	+17%	+$18.8K	﹤0.01%	1515
2025 Q3	$111K	Buy	5,701 +101	+2%	+$1.95K	﹤0.01%	1538
2025 Q2	$105K	Buy	5,600 +4,916	+719%	+$91.6K	﹤0.01%	1485
2025 Q1	$13K	Hold	684	–	–	﹤0.01%	2389
2024 Q4	$13.3K	Sell	684 -167	-20%	-$3.4K	﹤0.01%	2315
2024 Q3	$17.7K	Sell	851 -603	-41%	-$12.1K	﹤0.01%	2116
2024 Q2	$28.6K	Sell	1,454 -16	-1%	-$314	﹤0.01%	1796
2024 Q1	$29.6K	Sell	1,470 -3,617	-71%	-$72.1K	﹤0.01%	1771
2023 Q4	$98.7K	Buy	5,087 +3,966	+354%	+$73.8K	﹤0.01%	1142
2023 Q3	$21.1K	Buy	1,121 +3	+0.3%	+$57	﹤0.01%	1725
2023 Q2	$21.7K	Buy	1,118 +3	+0.3%	+$58	﹤0.01%	1733
2023 Q1	$22.1K	Sell	1,115 -34	-3%	-$699	﹤0.01%	1702
2022 Q4	$22.3K	Sell	1,149 -1,638	-59%	-$32.7K	﹤0.01%	1629
2022 Q3	$59K	Hold	2,787	–	–	﹤0.01%	1200
2022 Q2	$59K	Buy	+2,787	New	+$60.4K	﹤0.01%	1200
2021 Q4	$75K	Sell	2,902 -37,425	-93%	-$959K	﹤0.01%	1088
2021 Q3	$1.04M	Buy	40,327 +6,826	+20%	+$177K	0.03%	432
2021 Q2	$877K	Buy	33,501 +32,913	+5,597%	+$848K	0.03%	491
2021 Q1	$15K	Buy	+588	New	+$14.9K	﹤0.01%	2376

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

Harbour Investments's PFFD Position: Q2 2026 in Review

Harbour Investments increased its Global X US Preferred ETF (PFFD) stake by 4.3% in Q2 2026, buying an estimated $7.81K and bringing the position to 10,039 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Harbour Investments first reported a position in PFFD in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.04M in Q3 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Harbour Investments held 10,039 shares of Global X US Preferred ETF worth $188K as of Q2 2026.
Harbour Investments bought 414 Global X US Preferred ETF shares in Q2 2026, an estimated $7.81K.
Global X US Preferred ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1636 holding.
Harbour Investments first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's Global X US Preferred ETF position peaked at $1.04M in Q3 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.