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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
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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Hegarty Advisors's PFFD Position: Q2 2026 in Review

Hegarty Advisors increased its Global X US Preferred ETF (PFFD) stake by 3% in Q2 2026, buying an estimated $56.8K and bringing the position to 103,750 shares worth $1.94M. The position accounts for 1.33% of the portfolio, ranked #23.

Hegarty Advisors first reported a position in PFFD in Q4 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Hegarty Advisors held 103,750 shares of Global X US Preferred ETF worth $1.94M as of Q2 2026.
  • Hegarty Advisors bought 3,010 Global X US Preferred ETF shares in Q2 2026, an estimated $56.8K.
  • Global X US Preferred ETF made up 1.33% of Hegarty Advisors's portfolio in Q2 2026, its #23 holding.
  • Hegarty Advisors first reported a position in Global X US Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.