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

Institute for 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	$19K	Buy	+1,015	New	+$19.1K	﹤0.01%	1148

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Institute for Wealth Management's PFFD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Global X US Preferred ETF (PFFD) in Q2 2026: 1,015 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #1148 among its holdings.

180 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Institute for Wealth Management held 1,015 shares of Global X US Preferred ETF worth $19K as of Q2 2026.
Global X US Preferred ETF was a new Institute for Wealth Management position in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1148 holding.
180 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.