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

Madrona Financial Services’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	$247K	Sell	13,217 -400	-3%	-$7.54K	0.05%	120
2026 Q1	$251K	Sell	13,617 -14,095	-51%	-$270K	0.05%	105
2025 Q4	$524K	Sell	27,712 -439	-2%	-$8.39K	0.11%	67
2025 Q3	$547K	Buy	28,151 +2	+0%	+$39	0.12%	58
2025 Q2	$530K	Buy	28,149 +2,125	+8%	+$39.6K	0.13%	58
2025 Q1	$495K	Buy	26,024 +1,080	+4%	+$21.2K	0.14%	58
2024 Q4	$487K	Sell	24,944 -1,096	-4%	-$22.3K	0.13%	59
2024 Q3	$541K	Hold	26,040	–	–	0.15%	54
2024 Q2	$512K	Buy	26,040 +4,279	+20%	+$84K	0.16%	53
2024 Q1	$439K	Buy	21,761 +72	+0.3%	+$1.44K	0.15%	56
2023 Q4	$421K	Buy	21,689 +1,627	+8%	+$30.3K	0.17%	54
2023 Q3	$377K	Hold	20,062	–	–	0.17%	65
2023 Q2	$389K	Sell	20,062 -118	-0.6%	-$2.29K	0.19%	65
2023 Q1	$401K	Sell	20,180 -17	-0.1%	-$350	0.22%	51
2022 Q4	$391K	Buy	20,197 +1,022	+5%	+$20.4K	0.22%	44
2022 Q3	$393K	Hold	19,175	–	–	0.24%	42
2022 Q2	$407K	Hold	19,175	–	–	0.24%	47
2022 Q1	$439K	Hold	19,175	–	–	0.22%	50
2021 Q4	$494K	Buy	19,175 +2,365	+14%	+$60.6K	0.21%	46
2021 Q3	$433K	Buy	+16,810	New	+$437K	0.21%	43

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

Madrona Financial Services's PFFD Position: Q2 2026 in Review

Madrona Financial Services reduced its Global X US Preferred ETF (PFFD) stake by 2.9% in Q2 2026, selling an estimated $7.54K and leaving 13,217 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #120.

Madrona Financial Services first reported a position in PFFD in Q3 2021 and has held it in 20 quarters since. The position peaked at $547K in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Madrona Financial Services held 13,217 shares of Global X US Preferred ETF worth $247K as of Q2 2026.
Madrona Financial Services sold 400 Global X US Preferred ETF shares in Q2 2026, an estimated $7.54K.
Global X US Preferred ETF made up 0.05% of Madrona Financial Services's portfolio in Q2 2026, its #120 holding.
Madrona Financial Services first reported a position in Global X US Preferred ETF in Q3 2021 and has held it in 20 quarters since.
Madrona Financial Services's Global X US Preferred ETF position peaked at $547K in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.