Independent Advisor Alliance’s Global X US Preferred ETF PFFD Stock Holding History

Independent Advisor Alliance’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	-208,586	Closed	-$3.84M	–	1463
2026 Q1	$3.84M	Buy	+208,586	New	+$3.99M	0.04%	382
2025 Q1	–	Sell	-343,330	Closed	-$6.7M	–	1199
2024 Q4	$6.7M	Buy	+343,330	New	+$6.99M	0.09%	217

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

Independent Advisor Alliance's PFFD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 208,586 shares — an estimated $3.84M sold.

Independent Advisor Alliance first reported a position in PFFD in Q4 2024 and held it in 2 quarters. The position peaked at $6.7M in Q4 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Independent Advisor Alliance reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 208,586 Global X US Preferred ETF shares in Q2 2026, an estimated $3.84M.
Independent Advisor Alliance first reported a position in Global X US Preferred ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Global X US Preferred ETF position peaked at $6.7M in Q4 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.