MAI Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

MAI Capital 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 Q2	$16M	Buy	854,288 +134,405	+19%	+$2.53M	0.06%	250
2026 Q1	$13.2M	Buy	719,883 +32,437	+5%	+$620K	0.07%	238
2025 Q4	$13M	Buy	687,446 +55,752	+9%	+$1.07M	0.07%	224
2025 Q3	$12.3M	Buy	631,694 +329,736	+109%	+$6.37M	0.08%	219
2025 Q2	$5.69M	Sell	301,958 -38,574	-11%	-$719K	0.04%	313
2025 Q1	$6.48M	Buy	340,532 +119,082	+54%	+$2.34M	0.05%	286
2024 Q4	$4.32M	Buy	+221,450	New	+$4.51M	0.03%	345
2022 Q3	–	Sell	-430,524	Closed	-$9.13M	–	1017
2022 Q2	$9.13M	Buy	430,524 +21,541	+5%	+$467K	0.17%	116
2022 Q1	$9.61M	Sell	408,983 -144,968	-26%	-$3.47M	0.16%	124
2021 Q4	$14.3M	Buy	+553,951	New	+$14.2M	0.23%	98

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

MAI Capital Management's PFFD Position: Q2 2026 in Review

MAI Capital Management increased its Global X US Preferred ETF (PFFD) stake by 19% in Q2 2026, buying an estimated $2.53M and bringing the position to 854,288 shares worth $16M. The position accounts for 0.06% of the portfolio, ranked #250.

MAI Capital Management first reported a position in PFFD in Q4 2021 and has held it in 10 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

MAI Capital Management held 854,288 shares of Global X US Preferred ETF worth $16M as of Q2 2026.
MAI Capital Management bought 134,405 Global X US Preferred ETF shares in Q2 2026, an estimated $2.53M.
Global X US Preferred ETF made up 0.06% of MAI Capital Management's portfolio in Q2 2026, its #250 holding.
MAI Capital Management first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 10 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.