IFC & Insurance Marketing’s Global X US Preferred ETF PFFD Stock Holding History

IFC & Insurance Marketing’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	-302	Closed	-$6K	–	504
2025 Q4	$6K	Buy	+302	New	+$5.78K	0.01%	480

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 22.9% 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

IFC & Insurance Marketing's PFFD Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 302 shares — an estimated $6K sold.

IFC & Insurance Marketing first reported a position in PFFD in Q4 2025 and held it in 1 quarter. The position peaked at $6K in Q4 2025. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

IFC & Insurance Marketing reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 302 Global X US Preferred ETF shares in Q1 2026, an estimated $6K.
IFC & Insurance Marketing first reported a position in Global X US Preferred ETF in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Global X US Preferred ETF position peaked at $6K in Q4 2025.
283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.