Medallion Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Medallion Wealth 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 Q1	$369K	Sell	20,046 -1,071	-5%	-$20.5K	0.12%	164
2025 Q4	$399K	Sell	21,117 -1,713	-8%	-$32.8K	0.13%	150
2025 Q3	$444K	Hold	22,830	–	–	0.16%	135
2025 Q2	$430K	Sell	22,830 -4,819	-17%	-$89.8K	0.17%	131
2025 Q1	$525K	Buy	27,649 +1,921	+7%	+$37.7K	0.24%	100
2024 Q4	$494K	Buy	+25,728	New	+$524K	0.24%	96

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Medallion Wealth Advisors's PFFD Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Global X US Preferred ETF (PFFD) stake by 5.1% in Q1 2026, selling an estimated $20.5K and leaving 20,046 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #164.

Medallion Wealth Advisors first reported a position in PFFD in Q4 2024 and has held it in 6 quarters since. The position peaked at $525K in Q1 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Medallion Wealth Advisors held 20,046 shares of Global X US Preferred ETF worth $369K as of Q1 2026.
Medallion Wealth Advisors sold 1,071 Global X US Preferred ETF shares in Q1 2026, an estimated $20.5K.
Global X US Preferred ETF made up 0.12% of Medallion Wealth Advisors's portfolio in Q1 2026, its #164 holding.
Medallion Wealth Advisors first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Global X US Preferred ETF position peaked at $525K in Q1 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.