Kestra Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

Kestra Investment 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	$1M	Sell	53,734 -3,785	-7%	-$71.4K	0.02%	227
2026 Q1	$1.06M	Buy	57,519 +7,947	+16%	+$152K	0.02%	201
2025 Q4	$937K	Buy	49,572 +7,092	+17%	+$136K	0.02%	210
2025 Q3	$825K	Sell	42,480 -102	-0.2%	-$1.97K	0.02%	216
2025 Q2	$802K	Sell	42,582 -13,184	-24%	-$246K	0.02%	217
2025 Q1	$1.06M	Buy	55,766 +22,262	+66%	+$437K	0.03%	161
2024 Q4	$654K	Buy	33,504 +2,858	+9%	+$58.2K	0.03%	192
2024 Q3	$637K	Buy	+30,646	New	+$617K	0.03%	171

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

Kestra Investment Management's PFFD Position: Q2 2026 in Review

Kestra Investment Management reduced its Global X US Preferred ETF (PFFD) stake by 6.6% in Q2 2026, selling an estimated $71.4K and leaving 53,734 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #227.

Kestra Investment Management first reported a position in PFFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q1 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Kestra Investment Management held 53,734 shares of Global X US Preferred ETF worth $1M as of Q2 2026.
Kestra Investment Management sold 3,785 Global X US Preferred ETF shares in Q2 2026, an estimated $71.4K.
Global X US Preferred ETF made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #227 holding.
Kestra Investment Management first reported a position in Global X US Preferred ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Global X US Preferred ETF position peaked at $1.06M in Q1 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.