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MSH Capital Advisors’s Global X US Preferred ETF PFFD Stock Holding History

MSH Capital 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 		$536K Sell
28,692
-472
-2% -$8.9K 0.09% 198
2026
Q1 		$537K Buy
29,164
+237
+0.8% +$4.53K 0.11% 170
2025
Q4 		$547K Buy
28,927
+1,136
+4% +$21.7K 0.12% 172
2025
Q3 		$540K Buy
27,791
+1,835
+7% +$35.4K 0.14% 160
2025
Q2 		$489K Sell
25,956
-402
-2% -$7.49K 0.14% 167
2025
Q1 		$502K Buy
26,358
+945
+4% +$18.6K 0.16% 148
2024
Q4 		$496K Sell
25,413
-1,436
-5% -$29.3K 0.16% 152
2024
Q3 		$558K Sell
26,849
-961
-3% -$19.3K 0.17% 136
2024
Q2 		$547K Buy
27,810
+399
+1% +$7.83K 0.18% 124
2024
Q1 		$553K Buy
27,411
+5,877
+27% +$117K 0.19% 123
2023
Q4 		$418K Sell
21,534
-1,245
-5% -$23.2K 0.16% 135
2023
Q3 		$428K Buy
22,779
+1,995
+10% +$38.1K 0.17% 138
2023
Q2 		$403K Buy
20,784
+500
+2% +$9.69K 0.15% 149
2023
Q1 		$403K Buy
20,284
+2,190
+12% +$45K 0.17% 132
2022
Q4 		$350K Sell
18,094
-525
-3% -$10.5K 0.16% 131
2022
Q3 		$382K Hold
18,619
– – 0.19% 120
2022
Q2 		$395K Buy
18,619
+648
+4% +$14K 0.18% 122
2022
Q1 		$422K Hold
17,971
– – 0.17% 125
2021
Q4 		$463K Buy
+17,971
New +$460K 0.21% 109

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

MSH Capital Advisors's PFFD Position: Q2 2026 in Review

MSH Capital Advisors reduced its Global X US Preferred ETF (PFFD) stake by 1.6% in Q2 2026, selling an estimated $8.9K and leaving 28,692 shares worth $536K. The position accounts for 0.09% of the portfolio, ranked #198.

MSH Capital Advisors first reported a position in PFFD in Q4 2021 and has held it in 19 quarters since. The position peaked at $558K in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • MSH Capital Advisors held 28,692 shares of Global X US Preferred ETF worth $536K as of Q2 2026.
  • MSH Capital Advisors sold 472 Global X US Preferred ETF shares in Q2 2026, an estimated $8.9K.
  • Global X US Preferred ETF made up 0.09% of MSH Capital Advisors's portfolio in Q2 2026, its #198 holding.
  • MSH Capital Advisors first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 19 quarters since.
  • MSH Capital Advisors's Global X US Preferred ETF position peaked at $558K in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.