MA
PFFD icon

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

Mutual 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 		$1.07M Sell
57,445
-5,504
-9% -$104K 0.02% 628
2026
Q1 		$1.16M Sell
62,949
-13,793
-18% -$264K 0.02% 542
2025
Q4 		$1.45M Sell
76,742
-2,044
-3% -$39.1K 0.03% 442
2025
Q3 		$1.53M Buy
78,786
+4,403
+6% +$85.1K 0.03% 438
2025
Q2 		$1.42M Sell
74,383
-1,524
-2% -$28.4K 0.04% 399
2025
Q1 		$1.43M Buy
75,907
+1,925
+3% +$37.8K 0.04% 360
2024
Q4 		$1.46M Buy
73,982
+2,624
+4% +$53.5K 0.04% 364
2024
Q3 		$1.47M Buy
71,358
+1,759
+3% +$35.4K 0.04% 350
2024
Q2 		$1.38M Buy
69,599
+1,970
+3% +$38.7K 0.04% 375
2024
Q1 		$1.36M Buy
67,629
+13,070
+24% +$261K 0.04% 377
2023
Q4 		$1.06M Buy
54,559
+250
+0.5% +$4.65K 0.04% 440
2023
Q3 		$1.02M Sell
54,309
-449
-0.8% -$8.58K 0.04% 419
2023
Q2 		$1.06M Sell
54,758
-836
-2% -$16.2K 0.04% 421
2023
Q1 		$1.1M Buy
55,594
+3,859
+7% +$79.4K 0.05% 403
2022
Q4 		$1M Sell
51,735
-1,739
-3% -$34.7K 0.04% 406
2022
Q3 		$1.1M Buy
53,474
+1,745
+3% +$37.7K 0.06% 338
2022
Q2 		$1.1M Sell
51,729
-2,660
-5% -$57.7K 0.07% 312
2022
Q1 		$1.28M Buy
54,389
+4,280
+9% +$102K 0.07% 305
2021
Q4 		$1.29M Buy
50,109
+1,534
+3% +$39.3K 0.07% 318
2021
Q3 		$1.25M Buy
48,575
+446
+0.9% +$11.6K 0.07% 308
2021
Q2 		$1.26M Buy
48,129
+1,625
+3% +$41.9K 0.07% 311
2021
Q1 		$1.19M Buy
46,504
+2,641
+6% +$67K 0.08% 294
2020
Q4 		$1.13M Buy
43,863
+481
+1% +$12.2K 0.08% 276
2020
Q3 		$1.07M Sell
43,382
-530
-1% -$13K 0.09% 234
2020
Q2 		$1.03M Buy
43,912
+3,854
+10% +$89.7K 0.1% 223
2020
Q1 		$876K Buy
40,058
+17,409
+77% +$419K 0.12% 193
2019
Q4 		$567K Buy
22,649
+6,796
+43% +$170K 0.06% 322
2019
Q3 		$398K Sell
15,853
-44,789
-74% -$1.11M 0.05% 355
2019
Q2 		$1.49M Buy
+60,642
New +$1.47M 0.19% 127

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

Mutual Advisors's PFFD Position: Q2 2026 in Review

Mutual Advisors reduced its Global X US Preferred ETF (PFFD) stake by 8.7% in Q2 2026, selling an estimated $104K and leaving 57,445 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #628.

Mutual Advisors first reported a position in PFFD in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.53M in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Mutual Advisors held 57,445 shares of Global X US Preferred ETF worth $1.07M as of Q2 2026.
  • Mutual Advisors sold 5,504 Global X US Preferred ETF shares in Q2 2026, an estimated $104K.
  • Global X US Preferred ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #628 holding.
  • Mutual Advisors first reported a position in Global X US Preferred ETF in Q2 2019 and has held it in 29 quarters since.
  • Mutual Advisors's Global X US Preferred ETF position peaked at $1.53M in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

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