Key Capital Management
PFFD icon

Key Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Key Capital 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
Q3 		$194K Buy
11,029
+9,763
+771% +$179K 0.07% 139
2026
Q2 		$23.7K Buy
1,266
+784
+163% +$14.8K 0.01% 236
2026
Q1 		$8.87K Buy
+482
New +$9.22K 0.01% 326

Other funds holding PFFD

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
State of Wisconsin - Board of Commissioners of Public Lands
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

Key Capital Management's PFFD Position: Q3 2026 in Review

Key Capital Management increased its Global X US Preferred ETF (PFFD) stake by 771% in Q3 2026, buying an estimated $179K and bringing the position to 11,029 shares worth $194K. The position accounts for 0.07% of the portfolio, ranked #139.

Key Capital Management first reported a position in PFFD in Q1 2026 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • Key Capital Management held 11,029 shares of Global X US Preferred ETF worth $194K as of Q3 2026.
  • Key Capital Management bought 9,763 Global X US Preferred ETF shares in Q3 2026, an estimated $179K.
  • Global X US Preferred ETF made up 0.07% of Key Capital Management's portfolio in Q3 2026, its #139 holding.
  • Key Capital Management first reported a position in Global X US Preferred ETF in Q1 2026 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.