Merit Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

Merit Financial Group’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	$3.05M	Buy	163,454 +131,636	+414%	+$2.48M	0.02%	580
2026 Q1	$585K	Sell	31,818 -1,734	-5%	-$33.2K	﹤0.01%	1278
2025 Q4	$634K	Sell	33,552 -7,341	-18%	-$140K	0.01%	1153
2025 Q3	$795K	Sell	40,893 -14,755	-27%	-$285K	0.01%	958
2025 Q2	$1.05M	Sell	55,648 -22,402	-29%	-$417K	0.01%	768
2025 Q1	$1.49M	Sell	78,050 -98,177	-56%	-$1.93M	0.02%	515
2024 Q4	$3.44M	Sell	176,227 -3,873	-2%	-$78.9K	0.06%	247
2024 Q3	$3.74M	Buy	180,100 +5,887	+3%	+$118K	0.08%	188
2024 Q2	$3.43M	Buy	174,213 +2,920	+2%	+$57.3K	0.08%	196
2024 Q1	$3.37M	Buy	171,293 +47,397	+38%	+$945K	0.08%	191
2023 Q4	$2.4M	Buy	+123,896	New	+$2.31M	0.07%	176
2023 Q2	–	Sell	-171,707	Closed	-$3.41M	–	760
2023 Q1	$3.41M	Buy	171,707 +33,506	+24%	+$689K	0.12%	124
2022 Q4	$2.68M	Sell	138,201 -38,715	-22%	-$773K	0.1%	155
2022 Q3	$3.63M	Sell	176,916 -227,595	-56%	-$4.92M	0.16%	85
2022 Q2	$8.58M	Buy	404,511 +194,877	+93%	+$4.22M	0.27%	53
2022 Q1	$4.93M	Buy	+209,634	New	+$5.02M	0.3%	55

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

Merit Financial Group's PFFD Position: Q2 2026 in Review

Merit Financial Group increased its Global X US Preferred ETF (PFFD) stake by 414% in Q2 2026, buying an estimated $2.48M and bringing the position to 163,454 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #580.

Merit Financial Group first reported a position in PFFD in Q1 2022 and has held it in 16 quarters since. The position peaked at $8.58M in Q2 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Merit Financial Group held 163,454 shares of Global X US Preferred ETF worth $3.05M as of Q2 2026.
Merit Financial Group bought 131,636 Global X US Preferred ETF shares in Q2 2026, an estimated $2.48M.
Global X US Preferred ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #580 holding.
Merit Financial Group first reported a position in Global X US Preferred ETF in Q1 2022 and has held it in 16 quarters since.
Merit Financial Group's Global X US Preferred ETF position peaked at $8.58M in Q2 2022.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.