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IHT Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

IHT Wealth Management’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 		– Sell
-22,602
Closed -$416K – 1331
2026
Q1 		$416K Sell
22,602
-541
-2% -$10.3K 0.01% 892
2025
Q4 		$438K Buy
23,143
+2,787
+14% +$53.3K 0.01% 822
2025
Q3 		$396K Buy
20,356
+410
+2% +$7.92K 0.01% 825
2025
Q2 		$376K Buy
19,946
+1,404
+8% +$26.2K 0.01% 798
2025
Q1 		$353K Sell
18,542
-8,645
-32% -$170K 0.01% 797
2024
Q4 		$530K Sell
27,187
-19,034
-41% -$388K 0.02% 664
2024
Q3 		$962K Buy
46,221
+26,772
+138% +$539K 0.03% 514
2024
Q2 		$383K Sell
19,449
-523
-3% -$10.3K 0.01% 721
2024
Q1 		$403K Sell
19,972
-95
-0.5% -$1.9K 0.02% 704
2023
Q4 		$389K Sell
20,067
-350
-2% -$6.51K 0.02% 677
2023
Q3 		$384K Buy
20,417
+1,054
+5% +$20.1K 0.02% 636
2023
Q2 		$375K Buy
19,363
+1,390
+8% +$26.9K 0.02% 639
2023
Q1 		$357K Buy
17,973
+1,614
+10% +$33.2K 0.02% 629
2022
Q4 		$317K Sell
16,359
-497
-3% -$9.92K 0.02% 639
2022
Q3 		$346K Buy
+16,856
New +$364K 0.03% 573

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

IHT Wealth Management's PFFD Position: Q2 2026 in Review

IHT Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 22,602 shares — an estimated $416K sold.

IHT Wealth Management first reported a position in PFFD in Q3 2022 and held it in 15 quarters. The position peaked at $962K in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • IHT Wealth Management reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 22,602 Global X US Preferred ETF shares in Q2 2026, an estimated $416K.
  • IHT Wealth Management first reported a position in Global X US Preferred ETF in Q3 2022 and held it in 15 quarters.
  • IHT Wealth Management's Global X US Preferred ETF position peaked at $962K in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.