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

MeadowBrook Investment 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	$121K	Hold	6,455	–	–	0.1%	134
2026 Q1	$119K	Sell	6,455 -1,240	-16%	-$23.7K	0.11%	137
2025 Q4	$146K	Hold	7,695	–	–	0.12%	137
2025 Q3	$150K	Sell	7,695 -385	-5%	-$7.44K	0.13%	132
2025 Q2	$152K	Sell	8,080 -2,385	-23%	-$44.4K	0.14%	129
2025 Q1	$199K	Hold	10,465	–	–	0.19%	113
2024 Q4	$204K	Buy	10,465 +200	+2%	+$4.07K	0.18%	112
2024 Q3	$213K	Sell	10,265 -250	-2%	-$5.03K	0.19%	100
2024 Q2	$207K	Sell	10,515 -68	-0.6%	-$1.33K	0.2%	104
2024 Q1	$213K	Hold	10,583	–	–	0.2%	104
2023 Q4	$205K	Buy	+10,583	New	+$197K	0.2%	104

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

MeadowBrook Investment Advisors's PFFD Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 6,455 shares worth $121K. The position accounts for 0.1% of the portfolio, ranked #134.

MeadowBrook Investment Advisors first reported a position in PFFD in Q4 2023 and has held it in 11 quarters since. The position peaked at $213K in Q1 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

MeadowBrook Investment Advisors held 6,455 shares of Global X US Preferred ETF worth $121K as of Q2 2026.
MeadowBrook Investment Advisors left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up 0.1% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #134 holding.
MeadowBrook Investment Advisors first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's Global X US Preferred ETF position peaked at $213K in Q1 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.