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 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 $1.37T 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

Keystone Financial Group (Kentucky)'s PFFD Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Global X US Preferred ETF (PFFD) stake by 0.05% in Q1 2026, buying an estimated $115 and bringing the position to 12,042 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #466.

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

Keystone Financial Group (Kentucky) held 12,042 shares of Global X US Preferred ETF worth $222K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 6 Global X US Preferred ETF shares in Q1 2026, an estimated $115.
Global X US Preferred ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #466 holding.
Keystone Financial Group (Kentucky) first reported a position in Global X US Preferred ETF in Q1 2022 and has held it in 15 quarters since.
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 Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.