International Assets Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

International Assets Investment 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	$10.8K	Sell	580 -65	-10%	-$1.23K	﹤0.01%	1785
2026 Q1	$11.9K	Sell	645 -2,000	-76%	-$38.3K	﹤0.01%	1640
2025 Q4	$50K	Buy	+2,645	New	+$50.6K	﹤0.01%	1210
2024 Q3	–	Sell	-779	Closed	-$15.3K	–	2408
2024 Q2	$15.3K	Buy	+779	New	+$15.3K	﹤0.01%	1541
2023 Q2	–	Sell	-109,652	Closed	-$2.32M	–	745
2023 Q1	$2.32M	Buy	+109,652	New	+$2.26M	0.34%	55

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

International Assets Investment Management's PFFD Position: Q2 2026 in Review

International Assets Investment Management reduced its Global X US Preferred ETF (PFFD) stake by 10% in Q2 2026, selling an estimated $1.23K and leaving 580 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

International Assets Investment Management first reported a position in PFFD in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.32M in Q1 2023. 216 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

International Assets Investment Management held 580 shares of Global X US Preferred ETF worth $10.8K as of Q2 2026.
International Assets Investment Management sold 65 Global X US Preferred ETF shares in Q2 2026, an estimated $1.23K.
Global X US Preferred ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1785 holding.
International Assets Investment Management first reported a position in Global X US Preferred ETF in Q1 2023 and has held it in 5 quarters since.
International Assets Investment Management's Global X US Preferred ETF position peaked at $2.32M in Q1 2023.
216 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.