Jim Simons’s Global X US Preferred ETF PFFD Stock Holding History

Jim Simons’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	–	Sell	-16,890	Closed	-$319K	–	3582
2025 Q4	$319K	Buy	+16,890	New	+$323K	﹤0.01%	2740
2025 Q3	–	Sell	-61,300	Closed	-$1.15M	–	3803
2025 Q2	$1.15M	Buy	+61,300	New	+$1.14M	﹤0.01%	2431
2024 Q1	–	Sell	-95,900	Closed	-$1.86M	–	3980
2023 Q4	$1.86M	Buy	+95,900	New	+$1.78M	﹤0.01%	1997
2023 Q3	–	Sell	-14,020	Closed	-$272K	–	3986
2023 Q2	$272K	Buy	+14,020	New	+$272K	﹤0.01%	3170

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 $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Jim Simons's PFFD Position: Q1 2026 in Review

Jim Simons sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 16,890 shares — an estimated $319K sold.

Jim Simons first reported a position in PFFD in Q2 2023 and held it in 4 quarters. The position peaked at $1.86M in Q4 2023. 282 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Jim Simons reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 16,890 Global X US Preferred ETF shares in Q1 2026, an estimated $319K.
Jim Simons first reported a position in Global X US Preferred ETF in Q2 2023 and held it in 4 quarters.
Jim Simons's Global X US Preferred ETF position peaked at $1.86M in Q4 2023.
282 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.