Lido Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Lido 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	$32.3M	Buy	1,726,148 +83,265	+5%	+$1.57M	0.09%	156
2026 Q1	$30.2M	Buy	1,642,883 +117,625	+8%	+$2.25M	0.09%	148
2025 Q4	$29.6M	Sell	1,525,258 -20,256	-1%	-$387K	0.09%	151
2025 Q3	$30M	Buy	1,545,514 +8,347	+0.5%	+$161K	0.09%	142
2025 Q2	$28.9M	Buy	1,537,167 +45,043	+3%	+$839K	0.11%	113
2025 Q1	$28.4M	Buy	1,492,124 +142,302	+11%	+$2.79M	0.13%	98
2024 Q4	$26.5M	Buy	1,349,822 +299,503	+29%	+$6.1M	0.12%	103
2024 Q3	$21.8M	Buy	1,050,319 +68,643	+7%	+$1.38M	0.11%	95
2024 Q2	$19.3M	Sell	981,676 -49,262	-5%	-$967K	0.11%	100
2024 Q1	$20.8M	Buy	1,030,938 +44,769	+5%	+$893K	0.12%	86
2023 Q4	$19.2M	Sell	986,169 -310,015	-24%	-$5.77M	0.13%	86
2023 Q3	$24.4M	Sell	1,296,184 -231,927	-15%	-$4.43M	0.19%	58
2023 Q2	$29.6M	Sell	1,528,111 -82,434	-5%	-$1.6M	0.21%	51
2023 Q1	$32M	Buy	1,610,545 +128,232	+9%	+$2.64M	0.31%	41
2022 Q4	$28.7M	Buy	1,482,313 +96,033	+7%	+$1.92M	0.35%	34
2022 Q3	$28.4M	Buy	1,386,280 +8,610	+0.6%	+$186K	0.36%	30
2022 Q2	$29.2M	Buy	1,377,670 +30,683	+2%	+$665K	0.39%	30
2022 Q1	$31.7M	Buy	1,346,987 +218,941	+19%	+$5.24M	0.35%	30
2021 Q4	$29.1M	Buy	1,128,046 +151,750	+16%	+$3.89M	0.32%	28
2021 Q3	$25.1M	Buy	976,296 +163,464	+20%	+$4.25M	0.35%	31
2021 Q2	$21.3M	Buy	812,832 +245,667	+43%	+$6.33M	0.3%	37
2021 Q1	$14.5M	Buy	567,165 +232,119	+69%	+$5.89M	0.25%	50
2020 Q4	$8.65M	Sell	335,046 -66,193	-16%	-$1.68M	0.18%	77
2020 Q3	$9.94M	Buy	401,239 +18,288	+5%	+$448K	0.25%	44
2020 Q2	$9M	Buy	382,951 +14,761	+4%	+$344K	0.27%	44
2020 Q1	$8.06M	Buy	368,190 +27,367	+8%	+$659K	0.34%	35
2019 Q4	$8.57M	Buy	340,823 +182,410	+115%	+$4.55M	0.34%	43
2019 Q3	$3.98M	Buy	158,413 +21,581	+16%	+$536K	0.2%	79
2019 Q2	$3.35M	Buy	136,832 +45,978	+51%	+$1.12M	0.19%	79
2019 Q1	$2.19M	Buy	+90,854	New	+$2.15M	0.14%	99

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

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Lido Advisors's PFFD Position: Q2 2026 in Review

Lido Advisors increased its Global X US Preferred ETF (PFFD) stake by 5.1% in Q2 2026, buying an estimated $1.57M and bringing the position to 1,726,148 shares worth $32.3M. The position accounts for 0.09% of the portfolio, ranked #156.

Lido Advisors first reported a position in PFFD in Q1 2019 and has held it in 30 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Lido Advisors held 1,726,148 shares of Global X US Preferred ETF worth $32.3M as of Q2 2026.
Lido Advisors bought 83,265 Global X US Preferred ETF shares in Q2 2026, an estimated $1.57M.
Global X US Preferred ETF made up 0.09% of Lido Advisors's portfolio in Q2 2026, its #156 holding.
Lido Advisors first reported a position in Global X US Preferred ETF in Q1 2019 and has held it in 30 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.