New York Life Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

New York Life Investment 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	$25.9M	Buy	1,387,155 +61,578	+5%	+$1.16M	0.18%	104
2026 Q1	$24.4M	Sell	1,325,577 -367,890	-22%	-$7.04M	0.21%	94
2025 Q4	$32M	Sell	1,693,467 -125,178	-7%	-$2.39M	0.28%	66
2025 Q3	$35.3M	Sell	1,818,645 -30,280	-2%	-$585K	0.31%	59
2025 Q2	$34.8M	Buy	1,848,925 +1,569,805	+562%	+$29.3M	0.33%	59
2025 Q1	$5.31M	Buy	279,120 +77,711	+39%	+$1.53M	0.05%	306
2024 Q4	$3.93M	Sell	201,409 -8,225	-4%	-$168K	0.04%	387
2024 Q3	$4.36M	Buy	209,634 +28,714	+16%	+$578K	0.04%	386
2024 Q2	$3.56M	Buy	+180,920	New	+$3.55M	0.04%	416

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

New York Life Investment Management's PFFD Position: Q2 2026 in Review

New York Life Investment Management increased its Global X US Preferred ETF (PFFD) stake by 4.6% in Q2 2026, buying an estimated $1.16M and bringing the position to 1,387,155 shares worth $25.9M. The position accounts for 0.18% of the portfolio, ranked #104.

New York Life Investment Management first reported a position in PFFD in Q2 2024 and has held it in 9 quarters since. The position peaked at $35.3M in Q3 2025. 178 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

New York Life Investment Management held 1,387,155 shares of Global X US Preferred ETF worth $25.9M as of Q2 2026.
New York Life Investment Management bought 61,578 Global X US Preferred ETF shares in Q2 2026, an estimated $1.16M.
Global X US Preferred ETF made up 0.18% of New York Life Investment Management's portfolio in Q2 2026, its #104 holding.
New York Life Investment Management first reported a position in Global X US Preferred ETF in Q2 2024 and has held it in 9 quarters since.
New York Life Investment Management's Global X US Preferred ETF position peaked at $35.3M in Q3 2025.
178 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.