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 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

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

Objective Capital Management's PFFD Position: Q2 2026 in Review

Objective Capital Management increased its Global X US Preferred ETF (PFFD) stake by 11% in Q2 2026, buying an estimated $142K and bringing the position to 74,650 shares worth $1.4M. The position accounts for 1.24% of the portfolio, ranked #18.

Objective Capital Management first reported a position in PFFD in Q2 2025 and has held it in 5 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Objective Capital Management held 74,650 shares of Global X US Preferred ETF worth $1.4M as of Q2 2026.
Objective Capital Management bought 7,520 Global X US Preferred ETF shares in Q2 2026, an estimated $142K.
Global X US Preferred ETF made up 1.24% of Objective Capital Management's portfolio in Q2 2026, its #18 holding.
Objective Capital Management first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 5 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.