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

Naples Global 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	$11.8M	Buy	632,112 +40,017	+7%	+$755K	0.73%	34
2026 Q1	$10.9M	Buy	592,095 +56,229	+10%	+$1.08M	0.79%	29
2025 Q4	$10.2M	Buy	535,866 +28,144	+6%	+$538K	0.76%	31
2025 Q3	$9.87M	Buy	507,722 +49,357	+11%	+$953K	0.77%	26
2025 Q2	$8.63M	Buy	458,365 +29,518	+7%	+$550K	0.74%	29
2025 Q1	$8.17M	Buy	428,847 +43,216	+11%	+$849K	0.78%	26
2024 Q4	$7.56M	Buy	385,631 +40,381	+12%	+$823K	0.71%	34
2024 Q3	$7.17M	Buy	345,250 +38,615	+13%	+$777K	0.67%	39
2024 Q2	$6.03M	Buy	306,635 +47,078	+18%	+$924K	0.61%	48
2024 Q1	$5.23M	Buy	259,557 +71,123	+38%	+$1.42M	0.54%	54
2023 Q4	$3.68M	Sell	188,434 -1,880	-1%	-$35K	0.4%	72
2023 Q3	$3.58M	Buy	190,314 +20,805	+12%	+$398K	0.43%	71
2023 Q2	$3.29M	Buy	169,509 +12,883	+8%	+$250K	0.39%	81
2023 Q1	$3.11M	Buy	156,626 +6,876	+5%	+$141K	0.39%	79
2022 Q4	$2.92M	Buy	149,750 +3,740	+3%	+$74.6K	0.37%	80
2022 Q3	$3M	Sell	146,010 -1,012	-0.7%	-$21.9K	0.41%	73
2022 Q2	$3.12M	Sell	147,022 -5,409	-4%	-$117K	0.4%	79
2022 Q1	$3.58M	Buy	152,431 +11,362	+8%	+$272K	0.41%	79
2021 Q4	$3.63M	Buy	141,069 +4,634	+3%	+$119K	0.42%	71
2021 Q3	$3.52M	Buy	136,435 +15,181	+13%	+$395K	0.46%	66
2021 Q2	$3.17M	Buy	121,254 +7,576	+7%	+$195K	0.44%	70
2021 Q1	$2.9M	Buy	113,678 +13,726	+14%	+$348K	0.44%	68
2020 Q4	$2.58M	Buy	99,952 +29,264	+41%	+$741K	0.44%	69
2020 Q3	$1.75M	Buy	70,688 +2,349	+3%	+$57.6K	0.34%	88
2020 Q2	$1.61M	Buy	68,339 +22,868	+50%	+$532K	0.35%	90
2020 Q1	$995K	Buy	+45,471	New	+$1.1M	0.26%	123
2019 Q4	–	Sell	-11,646	Closed	-$292K	–	327
2019 Q3	$292K	Buy	+11,646	New	+$289K	0.07%	266

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

Naples Global Advisors's PFFD Position: Q2 2026 in Review

Naples Global Advisors increased its Global X US Preferred ETF (PFFD) stake by 6.8% in Q2 2026, buying an estimated $755K and bringing the position to 632,112 shares worth $11.8M. The position accounts for 0.73% of the portfolio, ranked #34.

Naples Global Advisors first reported a position in PFFD in Q3 2019 and has held it in 27 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Naples Global Advisors held 632,112 shares of Global X US Preferred ETF worth $11.8M as of Q2 2026.
Naples Global Advisors bought 40,017 Global X US Preferred ETF shares in Q2 2026, an estimated $755K.
Global X US Preferred ETF made up 0.73% of Naples Global Advisors's portfolio in Q2 2026, its #34 holding.
Naples Global Advisors first reported a position in Global X US Preferred ETF in Q3 2019 and has held it in 27 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.