Nelson Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Nelson Capital Management’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	$216K	Sell	11,549 -10,670	-48%	-$201K	0.02%	116
2026 Q1	$409K	Sell	22,219 -6,223	-22%	-$119K	0.05%	89
2025 Q4	$538K	Sell	28,442 -2,649	-9%	-$50.7K	0.06%	80
2025 Q3	$604K	Buy	31,091 +6,399	+26%	+$124K	0.07%	77
2025 Q2	$465K	Buy	24,692 +360	+1%	+$6.71K	0.06%	82
2025 Q1	$463K	Sell	24,332 -5,643	-19%	-$111K	0.08%	82
2024 Q4	$585K	Hold	29,975	–	–	0.1%	80
2024 Q3	$623K	Buy	29,975 +607	+2%	+$12.2K	0.1%	76
2024 Q2	$578K	Buy	29,368 +438	+2%	+$8.6K	0.1%	77
2024 Q1	$583K	Buy	28,930 +739	+3%	+$14.7K	0.11%	78
2023 Q4	$547K	Sell	28,191 -1,255	-4%	-$23.4K	0.12%	75
2023 Q3	$554K	Buy	29,446 +1,380	+5%	+$26.4K	0.14%	73
2023 Q2	$544K	Sell	28,066 -4,024	-13%	-$78K	0.14%	72
2023 Q1	$637K	Sell	32,090 -518	-2%	-$10.7K	0.18%	68
2022 Q4	$632K	Sell	32,608 -125	-0.4%	-$2.49K	0.19%	72
2022 Q3	$671K	Sell	32,733 -1,440	-4%	-$31.1K	0.2%	74
2022 Q2	$725K	Sell	34,173 -30,532	-47%	-$662K	0.2%	74
2022 Q1	$1.52M	Sell	64,705 -613	-0.9%	-$14.7K	0.3%	65
2021 Q4	$1.68M	Buy	65,318 +1,296	+2%	+$33.2K	0.31%	65
2021 Q3	$1.65M	Buy	64,022 +7,322	+13%	+$190K	0.33%	60
2021 Q2	$1.48M	Buy	56,700 +11,384	+25%	+$293K	0.3%	62
2021 Q1	$1.16M	Buy	+45,316	New	+$1.15M	0.25%	66

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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 22.9% 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

Nelson Capital Management's PFFD Position: Q2 2026 in Review

Nelson Capital Management reduced its Global X US Preferred ETF (PFFD) stake by 48% in Q2 2026, selling an estimated $201K and leaving 11,549 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #116.

Nelson Capital Management first reported a position in PFFD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.68M in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Nelson Capital Management held 11,549 shares of Global X US Preferred ETF worth $216K as of Q2 2026.
Nelson Capital Management sold 10,670 Global X US Preferred ETF shares in Q2 2026, an estimated $201K.
Global X US Preferred ETF made up 0.02% of Nelson Capital Management's portfolio in Q2 2026, its #116 holding.
Nelson Capital Management first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 22 quarters since.
Nelson Capital Management's Global X US Preferred ETF position peaked at $1.68M in Q4 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.