Larson Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

Larson Financial Group’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	$194K	Buy	10,358 +103	+1%	+$1.94K	0.01%	865
2026 Q1	$189K	Buy	10,255 +99	+1%	+$1.89K	0.01%	740
2025 Q4	$192K	Buy	10,156 +97	+1%	+$1.85K	0.01%	705
2025 Q3	$195K	Buy	10,059 +80	+0.8%	+$1.54K	0.01%	701
2025 Q2	$188K	Buy	9,979 +98	+1%	+$1.83K	0.01%	670
2025 Q1	$188K	Buy	9,881 +92	+0.9%	+$1.81K	0.01%	635
2024 Q4	$191K	Sell	9,789 -669	-6%	-$13.6K	0.01%	575
2024 Q3	$217K	Buy	10,458 +2,359	+29%	+$47.5K	0.01%	556
2024 Q2	$159K	Buy	+8,099	New	+$159K	0.01%	534
2022 Q1	–	Sell	-28,093	Closed	-$724K	–	1135
2021 Q4	$724K	Buy	+28,093	New	+$720K	0.11%	90

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

Larson Financial Group's PFFD Position: Q2 2026 in Review

Larson Financial Group increased its Global X US Preferred ETF (PFFD) stake by 1% in Q2 2026, buying an estimated $1.94K and bringing the position to 10,358 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #865.

Larson Financial Group first reported a position in PFFD in Q4 2021 and has held it in 10 quarters since. The position peaked at $724K in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Larson Financial Group held 10,358 shares of Global X US Preferred ETF worth $194K as of Q2 2026.
Larson Financial Group bought 103 Global X US Preferred ETF shares in Q2 2026, an estimated $1.94K.
Global X US Preferred ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #865 holding.
Larson Financial Group first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 10 quarters since.
Larson Financial Group's Global X US Preferred ETF position peaked at $724K in Q4 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.