L & S Advisors’s Global X US Preferred ETF PFFD Stock Holding History

L & S Advisors’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	Buy	53,677 +421	+0.8%	+$7.94K	0.1%	157
2026 Q1	$980K	Buy	53,256 +2,727	+5%	+$52.2K	0.12%	143
2025 Q4	$956K	Sell	50,529 -596	-1%	-$11.4K	0.09%	197
2025 Q3	$993K	Sell	51,125 -16,036	-24%	-$310K	0.1%	169
2025 Q2	$1.26M	Buy	67,161 +28,025	+72%	+$522K	0.13%	159
2025 Q1	$745K	Sell	39,136 -403	-1%	-$7.91K	0.09%	195
2024 Q4	$771K	Sell	39,539 -1,585	-4%	-$32.3K	0.08%	192
2024 Q3	$855K	Buy	41,124 +2,095	+5%	+$42.2K	0.09%	198
2024 Q2	$768K	Buy	39,029 +2,477	+7%	+$48.6K	0.09%	190
2024 Q1	$737K	Buy	36,552 +1,785	+5%	+$35.6K	0.08%	207
2023 Q4	$674K	Buy	34,767 +2,407	+7%	+$44.8K	0.08%	192
2023 Q3	$609K	Buy	+32,360	New	+$619K	0.09%	188
2023 Q2	–	Sell	-18,231	Closed	-$362K	–	342
2023 Q1	$362K	Buy	+18,231	New	+$375K	0.05%	239

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

L & S Advisors's PFFD Position: Q2 2026 in Review

L & S Advisors increased its Global X US Preferred ETF (PFFD) stake by 0.79% in Q2 2026, buying an estimated $7.94K and bringing the position to 53,677 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #157.

L & S Advisors first reported a position in PFFD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.26M in Q2 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

L & S Advisors held 53,677 shares of Global X US Preferred ETF worth $1M as of Q2 2026.
L & S Advisors bought 421 Global X US Preferred ETF shares in Q2 2026, an estimated $7.94K.
Global X US Preferred ETF made up 0.1% of L & S Advisors's portfolio in Q2 2026, its #157 holding.
L & S Advisors first reported a position in Global X US Preferred ETF in Q1 2023 and has held it in 13 quarters since.
L & S Advisors's Global X US Preferred ETF position peaked at $1.26M in Q2 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.