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

LPL Financial’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	$63.5M	Sell	3,399,971 -210,132	-6%	-$3.96M	0.01%	889
2026 Q1	$66.4M	Sell	3,610,103 -235,171	-6%	-$4.5M	0.02%	779
2025 Q4	$72.7M	Sell	3,845,274 -338,012	-8%	-$6.46M	0.02%	694
2025 Q3	$81.3M	Buy	4,183,286 +12,504	+0.3%	+$242K	0.02%	620
2025 Q2	$78.5M	Sell	4,170,782 -1,505,094	-27%	-$28M	0.03%	579
2025 Q1	$108M	Sell	5,675,876 -2,526,057	-31%	-$49.6M	0.04%	397
2024 Q4	$160M	Buy	8,201,933 +1,062,340	+15%	+$21.6M	0.07%	267
2024 Q3	$148M	Buy	7,139,593 +950,535	+15%	+$19.1M	0.07%	263
2024 Q2	$122M	Buy	6,189,058 +659,248	+12%	+$12.9M	0.06%	279
2024 Q1	$111M	Buy	5,529,810 +943,406	+21%	+$18.8M	0.06%	291
2023 Q4	$89M	Buy	4,586,404 +3,067,676	+202%	+$57.1M	0.05%	317
2023 Q3	$28.6M	Buy	1,518,728 +137,982	+10%	+$2.64M	0.02%	654
2023 Q2	$26.8M	Buy	1,380,746 +3,859	+0.3%	+$74.8K	0.02%	670
2023 Q1	$27.3M	Buy	1,376,887 +151,538	+12%	+$3.12M	0.02%	632
2022 Q4	$23.7M	Buy	1,225,349 +131,923	+12%	+$2.63M	0.02%	638
2022 Q3	$22.4M	Buy	1,093,426 +63,251	+6%	+$1.37M	0.02%	600
2022 Q2	$21.9M	Sell	1,030,175 -208,727	-17%	-$4.52M	0.02%	608
2022 Q1	$29.1M	Sell	1,238,902 -547,353	-31%	-$13.1M	0.03%	524
2021 Q4	$46M	Buy	1,786,255 +377,494	+27%	+$9.67M	0.04%	383
2021 Q3	$36.3M	Buy	1,408,761 +207,958	+17%	+$5.41M	0.03%	409
2021 Q2	$31.4M	Buy	1,200,803 +285,980	+31%	+$7.37M	0.03%	436
2021 Q1	$23.3M	Buy	914,823 +703,372	+333%	+$17.8M	0.03%	489
2020 Q4	$5.46M	Buy	211,451 +89,983	+74%	+$2.28M	0.01%	1069
2020 Q3	$3.01M	Buy	121,468 +58,273	+92%	+$1.43M	﹤0.01%	1228
2020 Q2	$1.49M	Buy	63,195 +4,192	+7%	+$97.6K	﹤0.01%	1545
2020 Q1	$1.29M	Buy	59,003 +28,465	+93%	+$686K	﹤0.01%	1455
2019 Q4	$764K	Buy	30,538 +7,064	+30%	+$176K	﹤0.01%	2041
2019 Q3	$589K	Buy	23,474 +5,985	+34%	+$149K	﹤0.01%	2140
2019 Q2	$429K	Buy	17,489 +2,524	+17%	+$61.3K	﹤0.01%	2390
2019 Q1	$360K	Buy	14,965 +3,693	+33%	+$87.6K	﹤0.01%	2482
2018 Q4	$254K	Buy	+11,272	New	+$261K	﹤0.01%	2603

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

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

NYLIM

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

LPL Financial's PFFD Position: Q2 2026 in Review

LPL Financial reduced its Global X US Preferred ETF (PFFD) stake by 5.8% in Q2 2026, selling an estimated $3.96M and leaving 3,399,971 shares worth $63.5M. The position accounts for 0.01% of the portfolio, ranked #889.

LPL Financial first reported a position in PFFD in Q4 2018 and has held it in 31 quarters since. The position peaked at $160M in Q4 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

LPL Financial held 3,399,971 shares of Global X US Preferred ETF worth $63.5M as of Q2 2026.
LPL Financial sold 210,132 Global X US Preferred ETF shares in Q2 2026, an estimated $3.96M.
Global X US Preferred ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #889 holding.
LPL Financial first reported a position in Global X US Preferred ETF in Q4 2018 and has held it in 31 quarters since.
LPL Financial's Global X US Preferred ETF position peaked at $160M in Q4 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.