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Jaffetilchin Investment Partners’s Global X US Preferred ETF PFFD Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$359K Buy
19,513
+1,759
+10% +$33.6K 0.02% 329
2025
Q4 		$336K Buy
17,754
+245
+1% +$4.68K 0.02% 339
2025
Q3 		$340K Buy
17,509
+263
+2% +$5.08K 0.02% 329
2025
Q2 		$325K Sell
17,246
-308
-2% -$5.74K 0.02% 325
2025
Q1 		$334K Buy
17,554
+171
+1% +$3.36K 0.02% 306
2024
Q4 		$339K Buy
17,383
+181
+1% +$3.69K 0.02% 288
2024
Q3 		$357K Buy
17,202
+262
+2% +$5.27K 0.03% 268
2024
Q2 		$333K Buy
16,940
+87
+0.5% +$1.71K 0.03% 270
2024
Q1 		$340K Sell
16,853
-5,011
-23% -$99.9K 0.03% 271
2023
Q4 		$424K Buy
21,864
+8
+0% +$149 0.04% 234
2023
Q3 		$411K Sell
21,856
-12,854
-37% -$246K 0.05% 226
2023
Q2 		$673K Sell
34,710
-45,432
-57% -$881K 0.07% 161
2023
Q1 		$1.59M Sell
80,142
-139,471
-64% -$2.87M 0.18% 97
2022
Q4 		$4.25M Buy
+219,613
New +$4.38M 0.52% 46

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Jaffetilchin Investment Partners's PFFD Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Global X US Preferred ETF (PFFD) stake by 9.9% in Q1 2026, buying an estimated $33.6K and bringing the position to 19,513 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #329.

Jaffetilchin Investment Partners first reported a position in PFFD in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.25M in Q4 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • Jaffetilchin Investment Partners held 19,513 shares of Global X US Preferred ETF worth $359K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 1,759 Global X US Preferred ETF shares in Q1 2026, an estimated $33.6K.
  • Global X US Preferred ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #329 holding.
  • Jaffetilchin Investment Partners first reported a position in Global X US Preferred ETF in Q4 2022 and has held it in 14 quarters since.
  • Jaffetilchin Investment Partners's Global X US Preferred ETF position peaked at $4.25M in Q4 2022.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.