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

Note 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 Q1	$394K	Sell	21,416 -123,768	-85%	-$2.37M	0.2%	59
2025 Q4	$2.84M	Buy	145,184 +9,253	+7%	+$177K	1.45%	15
2025 Q3	$2.64M	Buy	135,931 +5,955	+5%	+$115K	1.57%	15
2025 Q2	$2.45M	Buy	129,976 +9,749	+8%	+$182K	1.69%	15
2025 Q1	$2.29M	Buy	120,227 +10,341	+9%	+$203K	1.89%	14
2024 Q4	$2.14M	Buy	+109,886	New	+$2.24M	1.9%	13

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Note Advisors's PFFD Position: Q1 2026 in Review

Note Advisors reduced its Global X US Preferred ETF (PFFD) stake by 85% in Q1 2026, selling an estimated $2.37M and leaving 21,416 shares worth $394K. The position accounts for 0.2% of the portfolio, ranked #59.

Note Advisors first reported a position in PFFD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.84M in Q4 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Note Advisors held 21,416 shares of Global X US Preferred ETF worth $394K as of Q1 2026.
Note Advisors sold 123,768 Global X US Preferred ETF shares in Q1 2026, an estimated $2.37M.
Global X US Preferred ETF made up 0.2% of Note Advisors's portfolio in Q1 2026, its #59 holding.
Note Advisors first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 6 quarters since.
Note Advisors's Global X US Preferred ETF position peaked at $2.84M in Q4 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.