Ocean Park Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Ocean Park Asset 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	$11.3M	Buy	+605,218	New	+$11.4M	0.54%	33
2025 Q4	–	Sell	-560,100	Closed	-$10.9M	–	99
2025 Q3	$10.9M	Buy	+560,100	New	+$10.8M	0.45%	40
2024 Q4	–	Sell	-978,700	Closed	-$20.3M	–	96
2024 Q3	$20.3M	Buy	978,700 +472,500	+93%	+$9.51M	0.89%	20
2024 Q2	$9.96M	Buy	+506,200	New	+$9.93M	0.47%	35

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Ocean Park Asset Management's PFFD Position: Q2 2026 in Review

Ocean Park Asset Management opened a new position in Global X US Preferred ETF (PFFD) in Q2 2026: 605,218 shares worth $11.3M. The stake represents 0.54% of the portfolio and ranks #33 among its holdings. This is a return to the name: Ocean Park Asset Management previously reported a position in PFFD as recently as Q3 2025.

Ocean Park Asset Management first reported a position in PFFD in Q2 2024 and has held it in 4 quarters since. The position peaked at $20.3M in Q3 2024. 35 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Ocean Park Asset Management held 605,218 shares of Global X US Preferred ETF worth $11.3M as of Q2 2026.
Global X US Preferred ETF was a new Ocean Park Asset Management position in Q2 2026.
Global X US Preferred ETF made up 0.54% of Ocean Park Asset Management's portfolio in Q2 2026, its #33 holding.
Ocean Park Asset Management first reported a position in Global X US Preferred ETF in Q2 2024 and has held it in 4 quarters since.
Ocean Park Asset Management's Global X US Preferred ETF position peaked at $20.3M in Q3 2024.
35 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.