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 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

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 Financial Group's PFFD Position: Q2 2026 in Review

Independent Financial Group increased its Global X US Preferred ETF (PFFD) stake by 16% in Q2 2026, buying an estimated $43.8K and bringing the position to 16,500 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #1233.

Independent Financial Group first reported a position in PFFD in Q1 2023 and has held it in 14 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Independent Financial Group held 16,500 shares of Global X US Preferred ETF worth $308K as of Q2 2026.
Independent Financial Group bought 2,325 Global X US Preferred ETF shares in Q2 2026, an estimated $43.8K.
Global X US Preferred ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1233 holding.
Independent Financial Group first reported a position in Global X US Preferred ETF in Q1 2023 and has held it in 14 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.