Morgan Stanley
PFFD icon

Morgan Stanley’s Global X US Preferred ETF PFFD Stock Holding History

Morgan Stanley’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 		$52.3M Sell
2,797,268
-64,448
-2% -$1.22M ﹤0.01% 2182
2026
Q1 		$52.7M Sell
2,861,716
-106,636
-4% -$2.04M ﹤0.01% 2052
2025
Q4 		$56.1M Sell
2,968,352
-1,487,319
-33% -$28.4M ﹤0.01% 1973
2025
Q3 		$86.6M Sell
4,455,671
-16,666
-0.4% -$322K 0.01% 1530
2025
Q2 		$84.2M Buy
4,472,337
+166,613
+4% +$3.1M 0.01% 1458
2025
Q1 		$82M Sell
4,305,724
-36,470
-0.8% -$716K 0.01% 1392
2024
Q4 		$84.7M Sell
4,342,194
-273,384
-6% -$5.57M 0.01% 1379
2024
Q3 		$95.9M Sell
4,615,578
-188,525
-4% -$3.79M 0.01% 1273
2024
Q2 		$94.5M Buy
4,804,103
+65,034
+1% +$1.28M 0.01% 1221
2024
Q1 		$95.5M Buy
4,739,069
+872,410
+23% +$17.4M 0.01% 1233
2023
Q4 		$75M Buy
3,866,659
+357,118
+10% +$6.65M 0.01% 1360
2023
Q3 		$66M Sell
3,509,541
-2,016
-0.1% -$38.5K 0.01% 1333
2023
Q2 		$68.1M Buy
3,511,557
+193,694
+6% +$3.75M 0.01% 1329
2023
Q1 		$65.9M Buy
3,317,863
+77,280
+2% +$1.59M 0.01% 1313
2022
Q4 		$62.8M Buy
3,240,583
+964,143
+42% +$19.2M 0.01% 1323
2022
Q3 		$46.7M Buy
2,276,440
+325,795
+17% +$7.04M 0.01% 1364
2022
Q2 		$41.4M Buy
1,950,645
+492,728
+34% +$10.7M 0.01% 1532
2022
Q1 		$34.3M Sell
1,457,917
-791,807
-35% -$19M ﹤0.01% 1579
2021
Q4 		$58M Buy
2,249,724
+41,263
+2% +$1.06M 0.01% 1237
2021
Q3 		$56.9M Buy
2,208,461
+320,054
+17% +$8.32M 0.01% 1210
2021
Q2 		$49.4M Sell
1,888,407
-30,945
-2% -$797K 0.01% 1321
2021
Q1 		$49M Buy
1,919,352
+1,044,805
+119% +$26.5M 0.01% 1192
2020
Q4 		$22.6M Buy
874,547
+314,369
+56% +$7.96M ﹤0.01% 1684
2020
Q3 		$13.9M Buy
560,178
+233,135
+71% +$5.71M ﹤0.01% 1755
2020
Q2 		$7.69M Buy
327,043
+163,834
+100% +$3.81M ﹤0.01% 2220
2020
Q1 		$3.57M Buy
163,209
+62,594
+62% +$1.51M ﹤0.01% 2780
2019
Q4 		$2.52M Buy
100,615
+53,952
+116% +$1.35M ﹤0.01% 3862
2019
Q3 		$1.17M Sell
46,663
-125,300
-73% -$3.11M ﹤0.01% 4202
2019
Q2 		$4.22M Buy
171,963
+15,688
+10% +$381K ﹤0.01% 3093
2019
Q1 		$3.76M Buy
156,275
+8,371
+6% +$198K ﹤0.01% 2987
2018
Q4 		$3.33M Sell
147,904
-1,923
-1% -$44.5K ﹤0.01% 3331
2018
Q3 		$3.62M Buy
+149,827
New +$3.66M ﹤0.01% 3517

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
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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Morgan Stanley's PFFD Position: Q2 2026 in Review

Morgan Stanley reduced its Global X US Preferred ETF (PFFD) stake by 2.3% in Q2 2026, selling an estimated $1.22M and leaving 2,797,268 shares worth $52.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Morgan Stanley first reported a position in PFFD in Q3 2018 and has held it in 32 quarters since. The position peaked at $95.9M in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Morgan Stanley held 2,797,268 shares of Global X US Preferred ETF worth $52.3M as of Q2 2026.
  • Morgan Stanley sold 64,448 Global X US Preferred ETF shares in Q2 2026, an estimated $1.22M.
  • Global X US Preferred ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2182 holding.
  • Morgan Stanley first reported a position in Global X US Preferred ETF in Q3 2018 and has held it in 32 quarters since.
  • Morgan Stanley's Global X US Preferred ETF position peaked at $95.9M in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.