Kestra Advisory Services’s Global X US Preferred ETF PFFD Stock Holding History

Kestra Advisory Services’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	$6.59M	Sell	358,305 -18,857	-5%	-$361K	0.02%	656
2025 Q4	$7.13M	Buy	377,162 +21,669	+6%	+$414K	0.03%	555
2025 Q3	$6.91M	Buy	355,493 +4,428	+1%	+$85.5K	0.03%	532
2025 Q2	$6.61M	Buy	351,065 +35,344	+11%	+$659K	0.03%	521
2025 Q1	$6.01M	Buy	315,721 +46,688	+17%	+$917K	0.03%	506
2024 Q4	$5.25M	Buy	269,033 +14,572	+6%	+$297K	0.03%	558
2024 Q3	$5.29M	Sell	254,461 -4,744	-2%	-$95.5K	0.03%	568
2024 Q2	$5.1M	Buy	259,205 +39,063	+18%	+$767K	0.03%	588
2024 Q1	$4.44M	Buy	220,142 +53,098	+32%	+$1.06M	0.03%	565
2023 Q4	$3.24M	Sell	167,044 -34,182	-17%	-$636K	0.03%	609
2023 Q3	$3.79M	Sell	201,226 -873	-0.4%	-$16.7K	0.04%	468
2023 Q2	$3.92M	Buy	202,099 +186,078	+1,161%	+$3.61M	0.04%	445
2023 Q1	$318K	Buy	+16,021	New	+$329K	﹤0.01%	1526
2022 Q4	–	Sell	-12,660	Closed	-$260K	–	2318
2022 Q3	$260K	Sell	12,660 -373	-3%	-$8.06K	﹤0.01%	1690
2022 Q2	$276K	Sell	13,033 -3,494	-21%	-$75.7K	﹤0.01%	1673
2022 Q1	$388K	Buy	16,527 +3,976	+32%	+$95.2K	﹤0.01%	1434
2021 Q4	$323K	Buy	12,551 +1,875	+18%	+$48K	﹤0.01%	1569
2021 Q3	$275K	Sell	10,676 -476	-4%	-$12.4K	﹤0.01%	1743
2021 Q2	$292K	Buy	+11,152	New	+$287K	﹤0.01%	1579

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $1.53B AUM 29.94% 1-Year Est. Return

Kestra Advisory Services's PFFD Position: Q1 2026 in Review

Kestra Advisory Services reduced its Global X US Preferred ETF (PFFD) stake by 5% in Q1 2026, selling an estimated $361K and leaving 358,305 shares worth $6.59M. The position accounts for 0.02% of the portfolio, ranked #656.

Kestra Advisory Services first reported a position in PFFD in Q2 2021 and has held it in 19 quarters since. The position peaked at $7.13M in Q4 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Kestra Advisory Services held 358,305 shares of Global X US Preferred ETF worth $6.59M as of Q1 2026.
Kestra Advisory Services sold 18,857 Global X US Preferred ETF shares in Q1 2026, an estimated $361K.
Global X US Preferred ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #656 holding.
Kestra Advisory Services first reported a position in Global X US Preferred ETF in Q2 2021 and has held it in 19 quarters since.
Kestra Advisory Services's Global X US Preferred ETF position peaked at $7.13M in Q4 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.