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

NewEdge 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	$1.35M	Sell	72,124 -3,071	-4%	-$57.9K	﹤0.01%	1468
2026 Q1	$1.38M	Sell	75,195 -10,208	-12%	-$195K	0.01%	1310
2025 Q4	$1.61M	Sell	85,403 -63,614	-43%	-$1.22M	0.01%	1185
2025 Q3	$2.9M	Buy	149,017 +58,779	+65%	+$1.14M	0.01%	833
2025 Q2	$1.7M	Buy	90,238 +7,671	+9%	+$143K	0.01%	1017
2025 Q1	$1.57M	Buy	82,567 +11,145	+16%	+$219K	0.01%	965
2024 Q4	$1.39M	Buy	71,422 +25,418	+55%	+$518K	0.01%	1000
2024 Q3	$956K	Sell	46,004 -23,762	-34%	-$478K	0.01%	1131
2024 Q2	$1.37M	Buy	69,766 +11,712	+20%	+$230K	0.01%	922
2024 Q1	$1.17M	Buy	58,054 +48,218	+490%	+$962K	0.01%	926
2023 Q4	$191K	Sell	9,836 -20,141	-67%	-$375K	﹤0.01%	1734
2023 Q3	$564K	Buy	29,977 +4,354	+17%	+$83.2K	0.01%	1116
2023 Q2	$497K	Buy	25,623 +22,628	+756%	+$439K	0.01%	1190
2023 Q1	$59.5K	Sell	2,995 -17,555	-85%	-$361K	﹤0.01%	1925
2022 Q4	$164K	Buy	+20,550	New	+$410K	﹤0.01%	1249
2022 Q2	–	Sell	-11,428	Closed	-$269K	–	1602
2022 Q1	$269K	Buy	+11,428	New	+$274K	﹤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

NewEdge Advisors's PFFD Position: Q2 2026 in Review

NewEdge Advisors reduced its Global X US Preferred ETF (PFFD) stake by 4.1% in Q2 2026, selling an estimated $57.9K and leaving 72,124 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

NewEdge Advisors first reported a position in PFFD in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.9M in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

NewEdge Advisors held 72,124 shares of Global X US Preferred ETF worth $1.35M as of Q2 2026.
NewEdge Advisors sold 3,071 Global X US Preferred ETF shares in Q2 2026, an estimated $57.9K.
Global X US Preferred ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1468 holding.
NewEdge Advisors first reported a position in Global X US Preferred ETF in Q1 2022 and has held it in 16 quarters since.
NewEdge Advisors's Global X US Preferred ETF position peaked at $2.9M in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.