Howe & Rusling’s Global X US Preferred ETF PFFD Stock Holding History

Howe & Rusling’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	$37K	Hold	1,978	–	–	﹤0.01%	392
2026 Q1	$36.4K	Hold	1,978	–	–	﹤0.01%	375
2025 Q4	$37.4K	Hold	1,978	–	–	﹤0.01%	380
2025 Q3	$38.4K	Sell	1,978 -2,303	-54%	-$44.5K	﹤0.01%	360
2025 Q2	$80.6K	Sell	4,281 -3,227	-43%	-$60.1K	0.01%	327
2025 Q1	$143K	Buy	7,508 +2,303	+44%	+$45.2K	0.01%	280
2024 Q4	$102K	Buy	5,205 +315	+6%	+$6.42K	0.01%	283
2024 Q3	$102K	Hold	4,890	–	–	0.01%	274
2024 Q2	$96.2K	Buy	4,890 +13	+0.3%	+$255	0.01%	264
2024 Q1	$98.3K	Buy	4,877 +600	+14%	+$12K	0.01%	267
2023 Q4	$83K	Hold	4,277	–	–	0.01%	254
2023 Q3	$80.4K	Buy	4,277 +383	+10%	+$7.32K	0.01%	241
2023 Q2	$75.5K	Buy	+3,894	New	+$75.5K	0.01%	251
2022 Q4	–	Sell	-2,530	Closed	-$52K	–	826
2022 Q3	$52K	Sell	2,530 -1,416	-36%	-$30.6K	0.01%	320
2022 Q2	$84K	Buy	+3,946	New	+$85.5K	0.01%	267
2021 Q4	–	Sell	-68	Closed	-$2K	–	1051
2021 Q3	$2K	Buy	+68	New	+$1.77K	﹤0.01%	871

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

Howe & Rusling's PFFD Position: Q2 2026 in Review

Howe & Rusling held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 1,978 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Howe & Rusling first reported a position in PFFD in Q3 2021 and has held it in 16 quarters since. The position peaked at $143K in Q1 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Howe & Rusling held 1,978 shares of Global X US Preferred ETF worth $37K as of Q2 2026.
Howe & Rusling left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #392 holding.
Howe & Rusling first reported a position in Global X US Preferred ETF in Q3 2021 and has held it in 16 quarters since.
Howe & Rusling's Global X US Preferred ETF position peaked at $143K in Q1 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.