Jeff Yass’s Global X US Preferred ETF PFFD Stock Holding History

Jeff Yass’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	$1.4M	Sell	74,861 -1,507,856	-95%	-$28.4M	﹤0.01%	7323
2026 Q1	$29.1M	Buy	1,582,717 +1,546,736	+4,299%	+$29.6M	﹤0.01%	1772
2025 Q4	$680K	Sell	35,981 -11,543	-24%	-$221K	﹤0.01%	8092
2025 Q3	$923K	Sell	47,524 -16,426	-26%	-$317K	﹤0.01%	7543
2025 Q2	$1.2M	Buy	63,950 +26,203	+69%	+$488K	﹤0.01%	6958
2025 Q1	$719K	Buy	37,747 +27,104	+255%	+$532K	﹤0.01%	8085
2024 Q4	$208K	Buy	+10,643	New	+$217K	﹤0.01%	10648
2024 Q1	–	Sell	-216,255	Closed	-$4.2M	–	13055
2023 Q4	$4.2M	Buy	+216,255	New	+$4.02M	﹤0.01%	4011
2023 Q3	–	Sell	-18,716	Closed	-$363K	–	12724
2023 Q2	$363K	Sell	18,716 -32,234	-63%	-$625K	﹤0.01%	9052
2023 Q1	$1.01M	Buy	+50,950	New	+$1.05M	﹤0.01%	6786
2022 Q4	–	Sell	-34,697	Closed	-$712K	–	13362
2022 Q3	$712K	Buy	+34,697	New	+$750K	﹤0.01%	7522
2021 Q4	–	Sell	-47,686	Closed	-$1.23M	–	13711
2021 Q3	$1.23M	Buy	+47,686	New	+$1.24M	﹤0.01%	7019
2021 Q1	–	Sell	-28,197	Closed	-$727K	–	12684
2020 Q4	$727K	Sell	28,197 -14,863	-35%	-$376K	﹤0.01%	7448
2020 Q3	$1.07M	Sell	43,060 -20,225	-32%	-$496K	﹤0.01%	5960
2020 Q2	$1.49M	Buy	+63,285	New	+$1.47M	﹤0.01%	5053
2018 Q1	–	Sell	-23,449	Closed	-$583K	–	9967
2017 Q4	$583K	Sell	23,449 -34,515	-60%	-$864K	﹤0.01%	6354
2017 Q3	$1.46M	Buy	+57,964	New	+$1.46M	﹤0.01%	4529

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

Jeff Yass's PFFD Position: Q2 2026 in Review

Jeff Yass reduced its Global X US Preferred ETF (PFFD) stake by 95% in Q2 2026, selling an estimated $28.4M and leaving 74,861 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #7323.

Jeff Yass first reported a position in PFFD in Q3 2017 and has held it in 17 quarters since. The position peaked at $29.1M in Q1 2026. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Jeff Yass held 74,861 shares of Global X US Preferred ETF worth $1.4M as of Q2 2026.
Jeff Yass sold 1,507,856 Global X US Preferred ETF shares in Q2 2026, an estimated $28.4M.
Global X US Preferred ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7323 holding.
Jeff Yass first reported a position in Global X US Preferred ETF in Q3 2017 and has held it in 17 quarters since.
Jeff Yass's Global X US Preferred ETF position peaked at $29.1M in Q1 2026.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.