HF Advisory Group’s Global X US Preferred ETF PFFD Stock Holding History

HF Advisory Group’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	–	Sell	-10,688	Closed	-$202K	–	171
2025 Q4	$202K	Buy	10,688 +361	+3%	+$6.9K	0.07%	163
2025 Q3	$201K	Sell	10,327 -59	-0.6%	-$1.14K	0.07%	162
2025 Q2	$196K	Buy	10,386 +187	+2%	+$3.48K	0.08%	160
2025 Q1	$194K	Sell	10,199 -1,346	-12%	-$26.4K	0.08%	157
2024 Q4	$225K	Sell	11,545 -1,026	-8%	-$20.9K	0.1%	151
2024 Q3	$261K	Sell	12,571 -2,557	-17%	-$51.5K	0.12%	149
2024 Q2	$298K	Sell	15,128 -4,755	-24%	-$93.3K	0.15%	138
2024 Q1	$401K	Sell	19,883 -190	-0.9%	-$3.79K	0.22%	125
2023 Q4	$389K	Sell	20,073 -2,012	-9%	-$37.4K	0.25%	118
2023 Q3	$415K	Buy	22,085 +1,521	+7%	+$29.1K	0.31%	105
2023 Q2	$399K	Buy	20,564 +2,582	+14%	+$50K	0.32%	102
2023 Q1	$357K	Buy	17,982 +905	+5%	+$18.6K	0.32%	98
2022 Q4	$331K	Buy	+17,077	New	+$341K	0.33%	97

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HF Advisory Group's PFFD Position: Q1 2026 in Review

HF Advisory Group sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 10,688 shares — an estimated $202K sold.

HF Advisory Group first reported a position in PFFD in Q4 2022 and held it in 13 quarters. The position peaked at $415K in Q3 2023. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

HF Advisory Group reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
HF Advisory Group sold 10,688 Global X US Preferred ETF shares in Q1 2026, an estimated $202K.
HF Advisory Group first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 13 quarters.
HF Advisory Group's Global X US Preferred ETF position peaked at $415K in Q3 2023.
283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on HF Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.