NWAM LLC’s Global X US Preferred ETF PFFD Stock Holding History

NWAM LLC’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	$1.2M	Buy	64,344 +4,973	+8%	+$93.8K	0.06%	302
2026 Q1	$1.09M	Buy	59,371 +4,096	+7%	+$78.3K	0.06%	275
2025 Q4	$1.08M	Buy	55,275 +4,341	+9%	+$83K	0.06%	262
2025 Q3	$990K	Buy	50,934 +1,392	+3%	+$26.9K	0.05%	280
2025 Q2	$949K	Buy	49,542 +2,136	+5%	+$39.8K	0.06%	278
2025 Q1	$903K	Buy	47,406 +1,686	+4%	+$33.1K	0.08%	225
2024 Q4	$892K	Buy	45,720 +24,564	+116%	+$500K	0.06%	275
2024 Q3	$440K	Buy	+21,156	New	+$426K	0.03%	408

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

NWAM LLC's PFFD Position: Q2 2026 in Review

NWAM LLC increased its Global X US Preferred ETF (PFFD) stake by 8.4% in Q2 2026, buying an estimated $93.8K and bringing the position to 64,344 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #302.

NWAM LLC first reported a position in PFFD in Q3 2024 and has held it in 8 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

NWAM LLC held 64,344 shares of Global X US Preferred ETF worth $1.2M as of Q2 2026.
NWAM LLC bought 4,973 Global X US Preferred ETF shares in Q2 2026, an estimated $93.8K.
Global X US Preferred ETF made up 0.06% of NWAM LLC's portfolio in Q2 2026, its #302 holding.
NWAM LLC first reported a position in Global X US Preferred ETF in Q3 2024 and has held it in 8 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.