Keystone Financial Group (Kentucky)’s Global X US Preferred ETF PFFD Stock Holding History

Keystone Financial Group (Kentucky)’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	–	Sell	-12,042	Closed	-$222K	–	577
2026 Q1	$222K	Buy	12,042 +6	+0%	+$115	0.02%	466
2025 Q4	$228K	Buy	12,036 +186	+2%	+$3.56K	0.02%	408
2025 Q3	$230K	Buy	11,850 +250	+2%	+$4.83K	0.02%	378
2025 Q2	$218K	Hold	11,600	–	–	0.02%	381
2025 Q1	$221K	Hold	11,600	–	–	0.02%	354
2024 Q4	$226K	Sell	11,600 -75	-0.6%	-$1.53K	0.02%	347
2024 Q3	$243K	Buy	+11,675	New	+$235K	0.03%	315
2024 Q2	–	Sell	-11,675	Closed	-$235K	–	260
2024 Q1	$235K	Hold	11,675	–	–	0.03%	299
2023 Q4	$226K	Hold	11,675	–	–	0.04%	263
2023 Q3	$220K	Sell	11,675 -2,125	-15%	-$40.6K	0.04%	266
2023 Q2	$268K	Buy	+13,800	New	+$267K	0.05%	234
2022 Q4	$267K	Hold	13,800	–	–	0.05%	221
2022 Q3	$283K	Sell	13,800 -780	-5%	-$16.9K	0.06%	209
2022 Q2	$309K	Hold	14,580	–	–	0.06%	204
2022 Q1	$343K	Buy	+14,580	New	+$349K	0.06%	205

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

Keystone Financial Group (Kentucky)'s PFFD Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 12,042 shares — an estimated $222K sold.

Keystone Financial Group (Kentucky) first reported a position in PFFD in Q1 2022 and held it in 15 quarters. The position peaked at $343K in Q1 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Keystone Financial Group (Kentucky) reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 12,042 Global X US Preferred ETF shares in Q2 2026, an estimated $222K.
Keystone Financial Group (Kentucky) first reported a position in Global X US Preferred ETF in Q1 2022 and held it in 15 quarters.
Keystone Financial Group (Kentucky)'s Global X US Preferred ETF position peaked at $343K in Q1 2022.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.