Meriwether Wealth & Planning’s Global X US Preferred ETF PFFD Stock Holding History

Meriwether Wealth & Planning’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 Q3	$16.3K	Buy	+924	New	+$17K	0.01%	365

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

Meriwether Wealth & Planning's PFFD Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Global X US Preferred ETF (PFFD) in Q3 2026: 924 shares worth $16.3K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings.

94 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Meriwether Wealth & Planning held 924 shares of Global X US Preferred ETF worth $16.3K as of Q3 2026.
Global X US Preferred ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Global X US Preferred ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #365 holding.
94 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.