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New England Capital Financial Advisors’s Global X US Preferred ETF PFFD Stock Holding History

New England Capital Financial 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 		$15.4K Hold
823
– – ﹤0.01% 226
2026
Q1 		$15.1K Hold
823
– – ﹤0.01% 218
2025
Q4 		$15.6K Hold
823
– – 0.01% 220
2025
Q3 		$16K Hold
823
– – 0.01% 210
2025
Q2 		$15.5K Buy
+823
New +$15.3K 0.01% 205

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

New England Capital Financial Advisors's PFFD Position: Q2 2026 in Review

New England Capital Financial Advisors held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 823 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

New England Capital Financial Advisors first reported a position in PFFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $16K in Q3 2025. 216 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • New England Capital Financial Advisors held 823 shares of Global X US Preferred ETF worth $15.4K as of Q2 2026.
  • New England Capital Financial Advisors left its Global X US Preferred ETF share count unchanged in Q2 2026.
  • Global X US Preferred ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #226 holding.
  • New England Capital Financial Advisors first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 5 quarters since.
  • New England Capital Financial Advisors's Global X US Preferred ETF position peaked at $16K in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.