Modern Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Modern Wealth Management’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	$20.3M	Buy	+1,087,805	New	+$20.5M	0.24%	107
2025 Q3	–	Sell	-12,808	Closed	-$241K	–	831
2025 Q2	$241K	Sell	12,808 -544,786	-98%	-$10.2M	0.01%	682
2025 Q1	$10.6M	Sell	557,594 -20,624	-4%	-$405K	0.34%	71
2024 Q4	$11.3M	Buy	578,218 +257,461	+80%	+$5.24M	0.42%	59
2024 Q3	$6.67M	Buy	+320,757	New	+$6.46M	0.41%	48

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

Modern Wealth Management's PFFD Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Global X US Preferred ETF (PFFD) in Q2 2026: 1,087,805 shares worth $20.3M. The stake represents 0.24% of the portfolio and ranks #107 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in PFFD as recently as Q2 2025.

Modern Wealth Management first reported a position in PFFD in Q3 2024 and has held it in 5 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Modern Wealth Management held 1,087,805 shares of Global X US Preferred ETF worth $20.3M as of Q2 2026.
Global X US Preferred ETF was a new Modern Wealth Management position in Q2 2026.
Global X US Preferred ETF made up 0.24% of Modern Wealth Management's portfolio in Q2 2026, its #107 holding.
Modern Wealth Management first reported a position in Global X US Preferred ETF in Q3 2024 and has held it in 5 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

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