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John W. Brooker & Co’s Global X US Preferred ETF PFFD Stock Holding History

John W. Brooker & Co’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 		$968K Buy
51,793
+21,150
+69% +$399K 1.17% 27
2026
Q1 		$564K Buy
30,643
+12,452
+68% +$238K 0.89% 36
2025
Q4 		$344K Buy
+18,191
New +$348K 0.62% 38

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

John W. Brooker & Co's PFFD Position: Q2 2026 in Review

John W. Brooker & Co increased its Global X US Preferred ETF (PFFD) stake by 69% in Q2 2026, buying an estimated $399K and bringing the position to 51,793 shares worth $968K. The position accounts for 1.17% of the portfolio, ranked #27.

John W. Brooker & Co first reported a position in PFFD in Q4 2025 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • John W. Brooker & Co held 51,793 shares of Global X US Preferred ETF worth $968K as of Q2 2026.
  • John W. Brooker & Co bought 21,150 Global X US Preferred ETF shares in Q2 2026, an estimated $399K.
  • Global X US Preferred ETF made up 1.17% of John W. Brooker & Co's portfolio in Q2 2026, its #27 holding.
  • John W. Brooker & Co first reported a position in Global X US Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.