Investors Research Corp’s Global X US Preferred ETF PFFD Stock Holding History

Investors Research Corp’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	$1.22M	Sell	65,076 -4,421	-6%	-$83.4K	0.22%	77
2026 Q1	$1.28M	Sell	69,497 -2,366	-3%	-$45.3K	0.24%	71
2025 Q4	$1.36M	Sell	71,863 -796	-1%	-$15.2K	0.25%	70
2025 Q3	$1.41M	Sell	72,659 -1,711	-2%	-$33.1K	0.26%	66
2025 Q2	$1.4M	Sell	74,370 -940	-1%	-$17.5K	0.27%	66
2025 Q1	$1.43M	Sell	75,310 -96	-0.1%	-$1.89K	0.31%	59
2024 Q4	$1.47M	Sell	75,406 -1,651	-2%	-$33.6K	0.32%	55
2024 Q3	$1.6M	Sell	77,057 -18	-0%	-$362	0.35%	52
2024 Q2	$1.52M	Sell	77,075 -112	-0.1%	-$2.2K	0.35%	54
2024 Q1	$1.56M	Sell	77,187 -2,245	-3%	-$44.8K	0.36%	52
2023 Q4	$1.54M	Sell	79,432 -45	-0.1%	-$837	0.37%	55
2023 Q3	$1.49M	Buy	79,477 +4,141	+5%	+$79.2K	0.39%	51
2023 Q2	$1.46M	Buy	75,336 +7,054	+10%	+$137K	0.37%	53
2023 Q1	$1.36M	Buy	68,282 +8,853	+15%	+$182K	0.35%	60
2022 Q4	$1.15M	Buy	59,429 +10,749	+22%	+$214K	0.31%	82
2022 Q3	$998K	Buy	48,680 +12,485	+34%	+$270K	0.31%	79
2022 Q2	$768K	Buy	36,195 +16,191	+81%	+$351K	0.23%	125
2022 Q1	$470K	Buy	+20,004	New	+$479K	0.13%	202
2019 Q3	–	Sell	-2,556	Closed	-$38K	–	1128
2019 Q2	$38K	Buy	+2,556	New	+$62.1K	0.02%	548

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

Investors Research Corp's PFFD Position: Q2 2026 in Review

Investors Research Corp reduced its Global X US Preferred ETF (PFFD) stake by 6.4% in Q2 2026, selling an estimated $83.4K and leaving 65,076 shares worth $1.22M. The position accounts for 0.22% of the portfolio, ranked #77.

Investors Research Corp first reported a position in PFFD in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.6M in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Investors Research Corp held 65,076 shares of Global X US Preferred ETF worth $1.22M as of Q2 2026.
Investors Research Corp sold 4,421 Global X US Preferred ETF shares in Q2 2026, an estimated $83.4K.
Global X US Preferred ETF made up 0.22% of Investors Research Corp's portfolio in Q2 2026, its #77 holding.
Investors Research Corp first reported a position in Global X US Preferred ETF in Q2 2019 and has held it in 19 quarters since.
Investors Research Corp's Global X US Preferred ETF position peaked at $1.6M in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.