Hegarty Advisors
PFFD icon

Hegarty Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Hegarty Advisors’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 		$1.93M Buy
109,388
+5,638
+5% +$104K 1.19% 24
2026
Q2 		$1.94M Buy
103,750
+3,010
+3% +$56.8K 1.33% 23
2026
Q1 		$1.85M Buy
100,740
+1,785
+2% +$34.1K 1.46% 22
2025
Q4 		$1.87M Buy
+98,955
New +$1.89M 1.62% 19

Other funds holding PFFD

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
State of Wisconsin - Board of Commissioners of Public Lands
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Hegarty Advisors's PFFD Position: Q3 2026 in Review

Hegarty Advisors increased its Global X US Preferred ETF (PFFD) stake by 5.4% in Q3 2026, buying an estimated $104K and bringing the position to 109,388 shares worth $1.93M. The position accounts for 1.19% of the portfolio, ranked #24.

Hegarty Advisors first reported a position in PFFD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.94M in Q2 2026. 185 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • Hegarty Advisors held 109,388 shares of Global X US Preferred ETF worth $1.93M as of Q3 2026.
  • Hegarty Advisors bought 5,638 Global X US Preferred ETF shares in Q3 2026, an estimated $104K.
  • Global X US Preferred ETF made up 1.19% of Hegarty Advisors's portfolio in Q3 2026, its #24 holding.
  • Hegarty Advisors first reported a position in Global X US Preferred ETF in Q4 2025 and has held it in 4 quarters since.
  • Hegarty Advisors's Global X US Preferred ETF position peaked at $1.94M in Q2 2026.
  • 185 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.