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Independent Wealth Network’s Global X US Preferred ETF PFFD Stock Holding History

Independent Wealth Network’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 		$202K Buy
11,488
+130
+1% +$2.39K 0.05% 320
2026
Q2 		$212K Buy
11,358
+807
+8% +$15.2K 0.05% 306
2026
Q1 		$194K Buy
+10,551
New +$202K 0.06% 285

Other funds holding PFFD

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Independent Wealth Network's PFFD Position: Q3 2026 in Review

Independent Wealth Network increased its Global X US Preferred ETF (PFFD) stake by 1.1% in Q3 2026, buying an estimated $2.39K and bringing the position to 11,488 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #320.

Independent Wealth Network first reported a position in PFFD in Q1 2026 and has held it in 3 quarters since. The position peaked at $212K in Q2 2026. 73 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • Independent Wealth Network held 11,488 shares of Global X US Preferred ETF worth $202K as of Q3 2026.
  • Independent Wealth Network bought 130 Global X US Preferred ETF shares in Q3 2026, an estimated $2.39K.
  • Global X US Preferred ETF made up 0.05% of Independent Wealth Network's portfolio in Q3 2026, its #320 holding.
  • Independent Wealth Network first reported a position in Global X US Preferred ETF in Q1 2026 and has held it in 3 quarters since.
  • Independent Wealth Network's Global X US Preferred ETF position peaked at $212K in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.