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Lewis Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Lewis Asset Management’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
Q3 		$247K Sell
14,057
-57
-0.4% -$1.05K 0.08% 192
2026
Q2 		$264K Buy
14,114
+169
+1% +$3.19K 0.09% 185
2026
Q1 		$257K Sell
13,945
-142
-1% -$2.72K 0.1% 169
2025
Q4 		$266K Buy
14,087
+85
+0.6% +$1.63K 0.11% 156
2025
Q3 		$272K Sell
14,002
-841
-6% -$16.2K 0.11% 160
2025
Q2 		$279K Sell
14,843
-558
-4% -$10.4K 0.13% 148
2025
Q1 		$293K Sell
15,401
-274
-2% -$5.38K 0.24% 103
2024
Q4 		$306K Sell
15,675
-3
-0% -$61 0.23% 96
2024
Q3 		$326K Buy
15,678
+1,177
+8% +$23.7K 0.24% 100
2024
Q2 		$285K Buy
14,501
+919
+7% +$18K 0.22% 98
2024
Q1 		$274K Buy
13,582
+1,535
+13% +$30.6K 0.23% 98
2023
Q4 		$234K Buy
+12,047
New +$224K 0.21% 96

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lewis Asset Management's PFFD Position: Q3 2026 in Review

Lewis Asset Management reduced its Global X US Preferred ETF (PFFD) stake by 0.4% in Q3 2026, selling an estimated $1.05K and leaving 14,057 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #192.

Lewis Asset Management first reported a position in PFFD in Q4 2023 and has held it in 12 quarters since. The position peaked at $326K in Q3 2024. 29 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • Lewis Asset Management held 14,057 shares of Global X US Preferred ETF worth $247K as of Q3 2026.
  • Lewis Asset Management sold 57 Global X US Preferred ETF shares in Q3 2026, an estimated $1.05K.
  • Global X US Preferred ETF made up 0.08% of Lewis Asset Management's portfolio in Q3 2026, its #192 holding.
  • Lewis Asset Management first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 12 quarters since.
  • Lewis Asset Management's Global X US Preferred ETF position peaked at $326K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.