ORG Partners’s Global X US Preferred ETF PFFD Stock Holding History

ORG Partners’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
2025 Q4	$15.8K	Buy	836 +13	+2%	+$249	﹤0.01%	871
2025 Q3	$16K	Buy	823 +12	+1%	+$232	﹤0.01%	853
2025 Q2	$15.3K	Sell	811 -156	-16%	-$2.91K	﹤0.01%	819
2025 Q1	$18.3K	Buy	967 +182	+23%	+$3.57K	﹤0.01%	706
2024 Q4	$15.3K	Buy	785 +11	+1%	+$224	﹤0.01%	807
2024 Q3	$16.1K	Buy	774 +12	+2%	+$241	﹤0.01%	712
2024 Q2	$14.9K	Buy	+762	New	+$15K	﹤0.01%	1157
2024 Q1	–	Sell	-762	Closed	-$14.8K	–	922
2023 Q4	$14.8K	Buy	+762	New	+$14.2K	﹤0.01%	707

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

ORG Partners's PFFD Position: Q4 2025 in Review

ORG Partners increased its Global X US Preferred ETF (PFFD) stake by 1.6% in Q4 2025, buying an estimated $249 and bringing the position to 836 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

ORG Partners first reported a position in PFFD in Q4 2023 and has held it in 8 quarters since. The position peaked at $18.3K in Q1 2025. 282 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

ORG Partners held 836 shares of Global X US Preferred ETF worth $15.8K as of Q4 2025.
ORG Partners bought 13 Global X US Preferred ETF shares in Q4 2025, an estimated $249.
Global X US Preferred ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #871 holding.
ORG Partners first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 8 quarters since.
ORG Partners's Global X US Preferred ETF position peaked at $18.3K in Q1 2025.
282 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.