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Millington Financial Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Millington Financial 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 		$443K Buy
23,814
+1,719
+8% +$32.4K 0.17% 85
2026
Q1 		$421K Buy
22,095
+101
+0.5% +$1.93K 0.18% 80
2025
Q4 		$424K Sell
21,994
-4,110
-16% -$78.6K 0.19% 78
2025
Q3 		$503K Buy
26,104
+176
+0.7% +$3.4K 0.24% 71
2025
Q2 		$495K Buy
25,928
+3,818
+17% +$71.1K 0.25% 67
2025
Q1 		$401K Buy
22,110
+1,355
+7% +$26.6K 0.25% 65
2024
Q4 		$406K Buy
20,755
+3,796
+22% +$77.3K 0.24% 62
2024
Q3 		$352K Buy
16,959
+1,024
+6% +$20.6K 0.22% 64
2024
Q2 		$314K Sell
15,935
-466
-3% -$9.15K 0.22% 65
2024
Q1 		$331K Sell
16,401
-6
-0% -$120 0.24% 66
2023
Q4 		$318K Sell
16,407
-19
-0.1% -$354 0.25% 66
2023
Q3 		$309K Buy
16,426
+955
+6% +$18.3K 0.28% 59
2023
Q2 		$300K Sell
15,471
-1,420
-8% -$27.5K 0.27% 62
2023
Q1 		$335K Sell
16,891
-1,365
-7% -$28.1K 0.31% 56
2022
Q4 		$354K Buy
+18,256
New +$364K 0.35% 55

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Millington Financial Advisors's PFFD Position: Q2 2026 in Review

Millington Financial Advisors increased its Global X US Preferred ETF (PFFD) stake by 7.8% in Q2 2026, buying an estimated $32.4K and bringing the position to 23,814 shares worth $443K. The position accounts for 0.17% of the portfolio, ranked #85.

Millington Financial Advisors first reported a position in PFFD in Q4 2022 and has held it in 15 quarters since. The position peaked at $503K in Q3 2025. 280 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Millington Financial Advisors held 23,814 shares of Global X US Preferred ETF worth $443K as of Q2 2026.
  • Millington Financial Advisors bought 1,719 Global X US Preferred ETF shares in Q2 2026, an estimated $32.4K.
  • Global X US Preferred ETF made up 0.17% of Millington Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Millington Financial Advisors first reported a position in Global X US Preferred ETF in Q4 2022 and has held it in 15 quarters since.
  • Millington Financial Advisors's Global X US Preferred ETF position peaked at $503K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.