NBC Securities’s Global X US Preferred ETF PFFD Stock Holding History

NBC Securities’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	$7.81K	Sell	418 -10,515	-96%	-$198K	﹤0.01%	1962
2026 Q1	$201K	Sell	10,933 -1,389	-11%	-$26.6K	0.02%	831
2025 Q4	$233K	Buy	12,322 +3,698	+43%	+$70.7K	0.02%	787
2025 Q3	$168K	Sell	8,624 -2,320	-21%	-$44.8K	0.01%	902
2025 Q2	$206K	Sell	10,944 -1,549	-12%	-$28.9K	0.02%	819
2025 Q1	$237K	Buy	12,493 +12,471	+56,686%	+$245K	0.02%	714
2024 Q4	$439	Sell	22 -22,205	-100%	-$452K	0.04%	491
2024 Q3	$461K	Buy	22,227 +3,787	+21%	+$76.2K	0.04%	493
2024 Q2	$362K	Sell	18,440 -2	-0%	-$39	0.03%	548
2024 Q1	$371K	Buy	18,442 +6,278	+52%	+$125K	0.03%	530
2023 Q4	$235K	Buy	12,164 +7,392	+155%	+$138K	0.02%	668
2023 Q3	$89K	Buy	+4,772	New	+$91.2K	0.01%	970

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

NBC Securities's PFFD Position: Q2 2026 in Review

NBC Securities reduced its Global X US Preferred ETF (PFFD) stake by 96% in Q2 2026, selling an estimated $198K and leaving 418 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

NBC Securities first reported a position in PFFD in Q3 2023 and has held it in 12 quarters since. The position peaked at $461K in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

NBC Securities held 418 shares of Global X US Preferred ETF worth $7.81K as of Q2 2026.
NBC Securities sold 10,515 Global X US Preferred ETF shares in Q2 2026, an estimated $198K.
Global X US Preferred ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1962 holding.
NBC Securities first reported a position in Global X US Preferred ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's Global X US Preferred ETF position peaked at $461K in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.