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Moneta Group Investment Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Moneta Group Investment 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 		$317K Buy
16,949
+3,386
+25% +$63.8K ﹤0.01% 677
2026
Q1 		$250K Buy
+13,563
New +$259K ﹤0.01% 695

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

Moneta Group Investment Advisors's PFFD Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Global X US Preferred ETF (PFFD) stake by 25% in Q2 2026, buying an estimated $63.8K and bringing the position to 16,949 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Moneta Group Investment Advisors first reported a position in PFFD in Q1 2026 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Moneta Group Investment Advisors held 16,949 shares of Global X US Preferred ETF worth $317K as of Q2 2026.
  • Moneta Group Investment Advisors bought 3,386 Global X US Preferred ETF shares in Q2 2026, an estimated $63.8K.
  • Global X US Preferred ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #677 holding.
  • Moneta Group Investment Advisors first reported a position in Global X US Preferred ETF in Q1 2026 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.