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

Invested 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 		$352K Buy
18,844
+2,436
+15% +$45.9K 0.31% 91
2026
Q1 		$302K Buy
16,408
+11
+0.1% +$210 0.3% 96
2025
Q4 		$310K Buy
+16,397
New +$314K 0.32% 90

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Invested Advisors's PFFD Position: Q2 2026 in Review

Invested Advisors increased its Global X US Preferred ETF (PFFD) stake by 15% in Q2 2026, buying an estimated $45.9K and bringing the position to 18,844 shares worth $352K. The position accounts for 0.31% of the portfolio, ranked #91.

Invested Advisors first reported a position in PFFD in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Invested Advisors held 18,844 shares of Global X US Preferred ETF worth $352K as of Q2 2026.
  • Invested Advisors bought 2,436 Global X US Preferred ETF shares in Q2 2026, an estimated $45.9K.
  • Global X US Preferred ETF made up 0.31% of Invested Advisors's portfolio in Q2 2026, its #91 holding.
  • Invested Advisors first reported a position in Global X US Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.