Orgel Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Orgel Wealth 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	$128M	Sell	6,826,192 -219,679	-3%	-$4.14M	2.42%	15
2026 Q1	$130M	Sell	7,045,871 -324,397	-4%	-$6.2M	2.79%	14
2025 Q4	$139M	Buy	7,370,268 +343,311	+5%	+$6.56M	3.07%	13
2025 Q3	$137M	Buy	7,026,957 +63,864	+0.9%	+$1.23M	3.11%	13
2025 Q2	$131M	Buy	+6,963,093	New	+$130M	3.16%	13
2024 Q4	–	Sell	-2,233,236	Closed	-$46.4M	–	91
2024 Q3	$46.4M	Buy	2,233,236 +195,514	+10%	+$3.93M	1.16%	22
2024 Q2	$40.1M	Buy	2,037,722 +183,307	+10%	+$3.6M	1.08%	22
2024 Q1	$37.4M	Buy	1,854,415 +96,209	+5%	+$1.92M	1.03%	21
2023 Q4	$34.1M	Sell	1,758,206 -2,913,812	-62%	-$54.2M	1.01%	22
2023 Q3	$87.9M	Buy	4,672,018 +32,941	+0.7%	+$630K	2.97%	10
2023 Q2	$90M	Buy	4,639,077 +178,770	+4%	+$3.47M	2.97%	10
2023 Q1	$88.6M	Sell	4,460,307 -2,300,090	-34%	-$47.3M	3.17%	10
2022 Q4	$131M	Buy	6,760,397 +761,812	+13%	+$15.2M	5.04%	6
2022 Q3	$123M	Buy	+5,998,585	New	+$130M	6.07%	6

Other funds holding PFFD

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

Orgel Wealth Management's PFFD Position: Q2 2026 in Review

Orgel Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 3.1% in Q2 2026, selling an estimated $4.14M and leaving 6,826,192 shares worth $128M. The position accounts for 2.42% of the portfolio, ranked #15.

Orgel Wealth Management first reported a position in PFFD in Q3 2022 and has held it in 14 quarters since. The position peaked at $139M in Q4 2025. 35 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Orgel Wealth Management held 6,826,192 shares of Global X US Preferred ETF worth $128M as of Q2 2026.
Orgel Wealth Management sold 219,679 Global X US Preferred ETF shares in Q2 2026, an estimated $4.14M.
Global X US Preferred ETF made up 2.42% of Orgel Wealth Management's portfolio in Q2 2026, its #15 holding.
Orgel Wealth Management first reported a position in Global X US Preferred ETF in Q3 2022 and has held it in 14 quarters since.
Orgel Wealth Management's Global X US Preferred ETF position peaked at $139M in Q4 2025.
35 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.