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

Meridian 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 Q2	$542K	Hold	29,000	–	–	0.06%	146
2026 Q1	$534K	Hold	29,000	–	–	0.07%	137
2025 Q4	$548K	Hold	29,000	–	–	0.08%	127
2025 Q3	$563K	Hold	29,000	–	–	0.08%	121
2025 Q2	$546K	Hold	29,000	–	–	0.09%	117
2025 Q1	$552K	Buy	29,000 +1,000	+4%	+$19.6K	0.09%	102
2024 Q4	$546K	Buy	28,000 +6,500	+30%	+$132K	0.09%	111
2024 Q3	$447K	Buy	+21,500	New	+$433K	0.07%	128

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

Meridian Wealth Advisors's PFFD Position: Q2 2026 in Review

Meridian Wealth Advisors held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 29,000 shares worth $542K. The position accounts for 0.06% of the portfolio, ranked #146.

Meridian Wealth Advisors first reported a position in PFFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $563K in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Meridian Wealth Advisors held 29,000 shares of Global X US Preferred ETF worth $542K as of Q2 2026.
Meridian Wealth Advisors left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up 0.06% of Meridian Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Meridian Wealth Advisors first reported a position in Global X US Preferred ETF in Q3 2024 and has held it in 8 quarters since.
Meridian Wealth Advisors's Global X US Preferred ETF position peaked at $563K in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.