Objective Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Objective Capital 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 Q3	$589K	Sell	33,443 -41,207	-55%	-$756K	0.53%	46
2026 Q2	$1.4M	Buy	74,650 +7,520	+11%	+$142K	1.24%	18
2026 Q1	$1.24M	Buy	67,130 +19,372	+41%	+$371K	1.25%	21
2025 Q4	$903K	Buy	47,758 +4,651	+11%	+$88.9K	0.92%	29
2025 Q3	$838K	Buy	43,107 +10,481	+32%	+$202K	0.87%	31
2025 Q2	$614K	Buy	+32,626	New	+$608K	0.69%	38

Other funds holding PFFD

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Objective Capital Management's PFFD Position: Q3 2026 in Review

Objective Capital Management reduced its Global X US Preferred ETF (PFFD) stake by 55% in Q3 2026, selling an estimated $756K and leaving 33,443 shares worth $589K. The position accounts for 0.53% of the portfolio, ranked #46.

Objective Capital Management first reported a position in PFFD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.4M in Q2 2026. 26 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Objective Capital Management held 33,443 shares of Global X US Preferred ETF worth $589K as of Q3 2026.
Objective Capital Management sold 41,207 Global X US Preferred ETF shares in Q3 2026, an estimated $756K.
Global X US Preferred ETF made up 0.53% of Objective Capital Management's portfolio in Q3 2026, its #46 holding.
Objective Capital Management first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 6 quarters since.
Objective Capital Management's Global X US Preferred ETF position peaked at $1.4M in Q2 2026.
26 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.