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Kohmann Bosshard Financial Services’s Global X US Preferred ETF PFFD Stock Holding History

Kohmann Bosshard Financial 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
Q2 		$255K Sell
13,644
-1,328
-9% -$25K 0.02% 195
2026
Q1 		$275K Hold
14,972
– – 0.03% 166
2025
Q4 		$283K Sell
14,972
-4,198
-22% -$80.3K 0.03% 224
2025
Q3 		$372K Sell
19,170
-8,587
-31% -$166K 0.04% 148
2025
Q2 		$523K Sell
27,757
-25,717
-48% -$479K 0.06% 112
2025
Q1 		$1.02M Sell
53,474
-4,911
-8% -$96.4K 0.12% 81
2024
Q4 		$1.14M Sell
58,385
-17,115
-23% -$349K 0.14% 72
2024
Q3 		$1.57M Sell
75,500
-68,481
-48% -$1.38M 0.19% 59
2024
Q2 		$2.83M Sell
143,981
-647,419
-82% -$12.7M 0.38% 36
2024
Q1 		$16M Sell
791,400
-171,478
-18% -$3.42M 2.22% 12
2023
Q4 		$18.7M Sell
962,878
-4,164
-0.4% -$77.5K 2.84% 8
2023
Q3 		$18.2M Buy
967,042
+30,639
+3% +$586K 3.13% 6
2023
Q2 		$18.2M Buy
936,403
+203,442
+28% +$3.94M 3.13% 6
2023
Q1 		$14.8M Buy
732,961
+40,892
+6% +$841K 2.78% 8
2022
Q4 		$13.4M Buy
692,069
+37,576
+6% +$750K 2.67% 8
2022
Q3 		$13.4M Buy
654,493
+29,540
+5% +$639K 2.98% 8
2022
Q2 		$13.3M Buy
624,953
+18,741
+3% +$406K 2.93% 8
2022
Q1 		$14.2M Buy
606,212
+127,101
+27% +$3.04M 2.8% 12
2021
Q4 		$12.7M Buy
+479,111
New +$12.3M 2.55% 13

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kohmann Bosshard Financial Services's PFFD Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its Global X US Preferred ETF (PFFD) stake by 8.9% in Q2 2026, selling an estimated $25K and leaving 13,644 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #195.

Kohmann Bosshard Financial Services first reported a position in PFFD in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.7M in Q4 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Kohmann Bosshard Financial Services held 13,644 shares of Global X US Preferred ETF worth $255K as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 1,328 Global X US Preferred ETF shares in Q2 2026, an estimated $25K.
  • Global X US Preferred ETF made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #195 holding.
  • Kohmann Bosshard Financial Services first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 19 quarters since.
  • Kohmann Bosshard Financial Services's Global X US Preferred ETF position peaked at $18.7M in Q4 2023.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.