Independent Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

Independent Financial Group’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 Q3	$301K	Buy	17,087 +587	+4%	+$10.8K	0.01%	1252
2026 Q2	$308K	Buy	16,500 +2,325	+16%	+$43.8K	0.01%	1233
2026 Q1	$261K	Sell	14,175 -826	-6%	-$15.8K	0.01%	1229
2025 Q4	$284K	Buy	15,001 +1,001	+7%	+$19.1K	0.01%	1178
2025 Q3	$272K	Hold	14,000	–	–	0.01%	1137
2025 Q2	$264K	Hold	14,000	–	–	0.01%	1089
2025 Q1	$267K	Sell	14,000 -164	-1%	-$3.22K	0.01%	973
2024 Q4	$276K	Sell	14,164 -62	-0.4%	-$1.26K	0.01%	931
2024 Q3	$296K	Buy	14,226 +164	+1%	+$3.3K	0.01%	890
2024 Q2	$277K	Sell	14,062 -89	-0.6%	-$1.75K	0.01%	870
2024 Q1	$285K	Buy	14,151 +1,000	+8%	+$19.9K	0.01%	805
2023 Q4	$255K	Buy	13,151 +1,093	+9%	+$20.3K	0.01%	798
2023 Q3	$227K	Buy	12,058 +58	+0.5%	+$1.11K	0.01%	781
2023 Q2	$233K	Hold	12,000	–	–	0.02%	764
2023 Q1	$238K	Buy	+12,000	New	+$247K	0.02%	705

Other funds holding PFFD

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Independent Financial Group's PFFD Position: Q3 2026 in Review

Independent Financial Group increased its Global X US Preferred ETF (PFFD) stake by 3.6% in Q3 2026, buying an estimated $10.8K and bringing the position to 17,087 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #1252.

Independent Financial Group first reported a position in PFFD in Q1 2023 and has held it in 15 quarters since. The position peaked at $308K in Q2 2026. 26 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Independent Financial Group held 17,087 shares of Global X US Preferred ETF worth $301K as of Q3 2026.
Independent Financial Group bought 587 Global X US Preferred ETF shares in Q3 2026, an estimated $10.8K.
Global X US Preferred ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1252 holding.
Independent Financial Group first reported a position in Global X US Preferred ETF in Q1 2023 and has held it in 15 quarters since.
Independent Financial Group's Global X US Preferred ETF position peaked at $308K in Q2 2026.
26 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.