Level Four Advisory Services’s Global X US Preferred ETF PFFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$195K Sell
10,434
-8,121
-44% -$153K 0.01% 907
2026
Q1
$341K Sell
18,555
-174
-0.9% -$3.33K 0.01% 678
2025
Q4
$354K Sell
18,729
-5,247
-22% -$100K 0.01% 646
2025
Q3
$466K Buy
23,976
+4,221
+21% +$81.5K 0.02% 573
2025
Q2
$372K Sell
19,755
-2,910
-13% -$54.2K 0.01% 592
2025
Q1
$432K Sell
22,665
-1,344
-6% -$26.4K 0.02% 534
2024
Q4
$468K Buy
24,009
+4,639
+24% +$94.5K 0.02% 511
2024
Q3
$396K Buy
+19,370
New +$390K 0.02% 564

Other funds holding PFFD

Level Four Advisory Services's PFFD Position: Q2 2026 in Review

Level Four Advisory Services reduced its Global X US Preferred ETF (PFFD) stake by 44% in Q2 2026, selling an estimated $153K and leaving 10,434 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #907.

Level Four Advisory Services first reported a position in PFFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $468K in Q4 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Level Four Advisory Services held 10,434 shares of Global X US Preferred ETF worth $195K as of Q2 2026.
  • Level Four Advisory Services sold 8,121 Global X US Preferred ETF shares in Q2 2026, an estimated $153K.
  • Global X US Preferred ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #907 holding.
  • Level Four Advisory Services first reported a position in Global X US Preferred ETF in Q3 2024 and has held it in 8 quarters since.
  • Level Four Advisory Services's Global X US Preferred ETF position peaked at $468K in Q4 2024.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.