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Joel Greenblatt’s Global X US Preferred ETF PFFD Stock Holding History

Joel Greenblatt’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 		$499K Buy
26,724
+1,174
+5% +$22.1K ﹤0.01% 1513
2026
Q1 		$470K Buy
25,550
+714
+3% +$13.7K ﹤0.01% 1505
2025
Q4 		$470K Buy
24,836
+1,837
+8% +$35.1K ﹤0.01% 1458
2025
Q3 		$447K Hold
22,999
– – ﹤0.01% 1408
2025
Q2 		$433K Buy
22,999
+348
+2% +$6.49K ﹤0.01% 1366
2025
Q1 		$431K Buy
22,651
+1,347
+6% +$26.4K ﹤0.01% 1279
2024
Q4 		$416K Buy
21,304
+7,280
+52% +$148K ﹤0.01% 1183
2024
Q3 		$291K Buy
14,024
+584
+4% +$11.8K ﹤0.01% 1235
2024
Q2 		$264K Buy
13,440
+826
+7% +$16.2K ﹤0.01% 1266
2024
Q1 		$254K Buy
+12,614
New +$252K ﹤0.01% 1230

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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Joel Greenblatt's PFFD Position: Q2 2026 in Review

Joel Greenblatt increased its Global X US Preferred ETF (PFFD) stake by 4.6% in Q2 2026, buying an estimated $22.1K and bringing the position to 26,724 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Joel Greenblatt first reported a position in PFFD in Q1 2024 and has held it in 10 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Joel Greenblatt held 26,724 shares of Global X US Preferred ETF worth $499K as of Q2 2026.
  • Joel Greenblatt bought 1,174 Global X US Preferred ETF shares in Q2 2026, an estimated $22.1K.
  • Global X US Preferred ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1513 holding.
  • Joel Greenblatt first reported a position in Global X US Preferred ETF in Q1 2024 and has held it in 10 quarters since.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.