Thompson David Blair’s Global X US Preferred ETF PFFD Stock Holding History

Thompson David Blair’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	$313K	Sell	16,771 -3,762	-18%	-$70.9K	0.16%	169
2026 Q1	$378K	Sell	20,533 -398	-2%	-$7.61K	0.22%	117
2025 Q4	$396K	Buy	+20,931	New	+$400K	0.23%	107
2024 Q4	$325K	Buy	+16,652	New	+$339K	0.24%	91

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Thompson David Blair's PFFD Position: Q2 2026 in Review

Thompson David Blair reduced its Global X US Preferred ETF (PFFD) stake by 18% in Q2 2026, selling an estimated $70.9K and leaving 16,771 shares worth $313K. The position accounts for 0.16% of the portfolio, ranked #169.

Thompson David Blair first reported a position in PFFD in Q4 2024 and has held it in 4 quarters since. The position peaked at $396K in Q4 2025. 270 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Thompson David Blair held 16,771 shares of Global X US Preferred ETF worth $313K as of Q2 2026.
Thompson David Blair sold 3,762 Global X US Preferred ETF shares in Q2 2026, an estimated $70.9K.
Global X US Preferred ETF made up 0.16% of Thompson David Blair's portfolio in Q2 2026, its #169 holding.
Thompson David Blair first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 4 quarters since.
Thompson David Blair's Global X US Preferred ETF position peaked at $396K in Q4 2025.
270 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.