Integral Investment Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Integral Investment Advisors’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	$682K	Sell	36,491 -500	-1%	-$9.43K	0.15%	91
2026 Q1	$681K	Hold	36,991	–	–	0.17%	90
2025 Q4	$700K	Buy	36,991 +1,149	+3%	+$22K	0.17%	87
2025 Q3	$696K	Sell	35,842 -1,809	-5%	-$34.9K	0.19%	86
2025 Q2	$709K	Hold	37,651	–	–	0.2%	78
2025 Q1	$717K	Buy	37,651 +5,143	+16%	+$101K	0.23%	79
2024 Q4	$634K	Buy	32,508 +6,200	+24%	+$126K	0.21%	83
2024 Q3	$547K	Buy	26,308 +2,161	+9%	+$43.5K	0.18%	96
2024 Q2	$477K	Sell	24,147 -6,944	-22%	-$136K	0.18%	95
2024 Q1	$632K	Buy	+31,091	New	+$620K	0.26%	76

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

Integral Investment Advisors's PFFD Position: Q2 2026 in Review

Integral Investment Advisors reduced its Global X US Preferred ETF (PFFD) stake by 1.4% in Q2 2026, selling an estimated $9.43K and leaving 36,491 shares worth $682K. The position accounts for 0.15% of the portfolio, ranked #91.

Integral Investment Advisors first reported a position in PFFD in Q1 2024 and has held it in 10 quarters since. The position peaked at $717K in Q1 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Integral Investment Advisors held 36,491 shares of Global X US Preferred ETF worth $682K as of Q2 2026.
Integral Investment Advisors sold 500 Global X US Preferred ETF shares in Q2 2026, an estimated $9.43K.
Global X US Preferred ETF made up 0.15% of Integral Investment Advisors's portfolio in Q2 2026, its #91 holding.
Integral Investment Advisors first reported a position in Global X US Preferred ETF in Q1 2024 and has held it in 10 quarters since.
Integral Investment Advisors's Global X US Preferred ETF position peaked at $717K in Q1 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.