Madrona Financial Services
PFFD icon

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
Q3 		$221K Sell
12,583
-634
-5% -$11.6K 0.03% 147
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% -$8.4K 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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
State of Wisconsin - Board of Commissioners of Public Lands
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Madrona Financial Services's PFFD Position: Q3 2026 in Review

Madrona Financial Services reduced its Global X US Preferred ETF (PFFD) stake by 4.8% in Q3 2026, selling an estimated $11.6K and leaving 12,583 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #147.

Madrona Financial Services first reported a position in PFFD in Q3 2021 and has held it in 21 quarters since. The position peaked at $547K in Q3 2025. 157 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • Madrona Financial Services held 12,583 shares of Global X US Preferred ETF worth $221K as of Q3 2026.
  • Madrona Financial Services sold 634 Global X US Preferred ETF shares in Q3 2026, an estimated $11.6K.
  • Global X US Preferred ETF made up 0.03% of Madrona Financial Services's portfolio in Q3 2026, its #147 holding.
  • Madrona Financial Services first reported a position in Global X US Preferred ETF in Q3 2021 and has held it in 21 quarters since.
  • Madrona Financial Services's Global X US Preferred ETF position peaked at $547K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.