Integrated Wealth Concepts’s Global X US Preferred ETF PFFD Stock Holding History

Integrated Wealth Concepts’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	$62.5K	Buy	+3,343	New	+$63K	﹤0.01%	3186

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

Integrated Wealth Concepts's PFFD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Global X US Preferred ETF (PFFD) in Q2 2026: 3,343 shares worth $62.5K. The stake represents ﹤0.01% of the portfolio and ranks #3186 among its holdings.

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

Integrated Wealth Concepts held 3,343 shares of Global X US Preferred ETF worth $62.5K as of Q2 2026.
Global X US Preferred ETF was a new Integrated Wealth Concepts position in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3186 holding.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.