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PFFD icon

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

IFP 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 		$208K Sell
11,150
-189
-2% -$3.56K ﹤0.01% 1489
2026
Q1 		$209K Sell
11,339
-2,462
-18% -$47.1K ﹤0.01% 1380
2025
Q4 		$261K Sell
13,801
-456
-3% -$8.72K 0.01% 1234
2025
Q3 		$277K Sell
14,257
-120
-0.8% -$2.32K 0.01% 1131
2025
Q2 		$271K Sell
14,377
-2,849
-17% -$53.1K 0.01% 1114
2025
Q1 		$328K Buy
17,226
+785
+5% +$15.4K 0.01% 943
2024
Q4 		$321K Sell
16,441
-329
-2% -$6.7K 0.01% 913
2024
Q3 		$348K Buy
16,770
+601
+4% +$12.1K 0.01% 838
2024
Q2 		$318K Buy
16,169
+2,630
+19% +$51.6K 0.01% 817
2024
Q1 		$273K Sell
13,539
-560
-4% -$11.2K 0.01% 849
2023
Q4 		$274K Sell
14,099
-9,950
-41% -$185K 0.01% 820
2023
Q3 		$452K Buy
24,049
+139
+0.6% +$2.66K 0.02% 630
2023
Q2 		$464K Buy
23,910
+231
+1% +$4.48K 0.02% 683
2023
Q1 		$573K Buy
23,679
+4,971
+27% +$102K 0.02% 552
2022
Q4 		$453K Sell
18,708
-1,004
-5% -$20K 0.01% 939
2022
Q3 		$478K Sell
19,712
-1,074
-5% -$23.2K 0.01% 952
2022
Q2 		$504K Hold
20,786
– – 0.02% 852
2022
Q1 		$504K Buy
20,786
+8,999
+76% +$215K 0.02% 852
2021
Q4 		$301K Buy
11,787
+5
+0% +$128 0.01% 783
2021
Q3 		$300K Buy
11,782
+301
+3% +$7.83K 0.01% 772
2021
Q2 		$298K Buy
11,481
+2,117
+23% +$54.5K 0.01% 725
2021
Q1 		$241K Buy
9,364
+4,325
+86% +$110K ﹤0.01% 759
2020
Q4 		$130K Buy
5,039
+910
+22% +$23K 0.01% 999
2020
Q3 		$102K Sell
4,129
-6
-0.1% -$147 0.01% 984
2020
Q2 		$97K Buy
4,135
+344
+9% +$8.01K 0.01% 939
2020
Q1 		$82K Sell
3,791
-64
-2% -$1.54K 0.01% 917
2019
Q4 		$97K Sell
3,855
-12
-0.3% -$300 0.01% 963
2019
Q3 		$96K Buy
+3,867
New +$96K 0.01% 1079

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IFP Advisors's PFFD Position: Q2 2026 in Review

IFP Advisors reduced its Global X US Preferred ETF (PFFD) stake by 1.7% in Q2 2026, selling an estimated $3.56K and leaving 11,150 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

IFP Advisors first reported a position in PFFD in Q3 2019 and has held it in 28 quarters since. The position peaked at $573K in Q1 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • IFP Advisors held 11,150 shares of Global X US Preferred ETF worth $208K as of Q2 2026.
  • IFP Advisors sold 189 Global X US Preferred ETF shares in Q2 2026, an estimated $3.56K.
  • Global X US Preferred ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1489 holding.
  • IFP Advisors first reported a position in Global X US Preferred ETF in Q3 2019 and has held it in 28 quarters since.
  • IFP Advisors's Global X US Preferred ETF position peaked at $573K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.