Kane Co Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Kane Co Wealth Management’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	$349K	Sell	18,685 -725	-4%	-$13.7K	0.27%	45
2026 Q1	$357K	Hold	19,410	–	–	0.3%	43
2025 Q4	$367K	Buy	+19,410	New	+$371K	0.32%	40

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

Kane Co Wealth Management's PFFD Position: Q2 2026 in Review

Kane Co Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 3.7% in Q2 2026, selling an estimated $13.7K and leaving 18,685 shares worth $349K. The position accounts for 0.27% of the portfolio, ranked #45.

Kane Co Wealth Management first reported a position in PFFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $367K in Q4 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Kane Co Wealth Management held 18,685 shares of Global X US Preferred ETF worth $349K as of Q2 2026.
Kane Co Wealth Management sold 725 Global X US Preferred ETF shares in Q2 2026, an estimated $13.7K.
Global X US Preferred ETF made up 0.27% of Kane Co Wealth Management's portfolio in Q2 2026, its #45 holding.
Kane Co Wealth Management first reported a position in Global X US Preferred ETF in Q4 2025 and has held it in 3 quarters since.
Kane Co Wealth Management's Global X US Preferred ETF position peaked at $367K in Q4 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Kane Co Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.