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 Q3	$122M	Buy	6,927,424 +101,232	+1%	+$1.86M	2.3%	16
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

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Orgel Wealth Management's PFFD Position: Q3 2026 in Review

Orgel Wealth Management increased its Global X US Preferred ETF (PFFD) stake by 1.5% in Q3 2026, buying an estimated $1.86M and bringing the position to 6,927,424 shares worth $122M. The position accounts for 2.3% of the portfolio, ranked #16.

Orgel Wealth Management first reported a position in PFFD in Q3 2022 and has held it in 15 quarters since. The position peaked at $139M in Q4 2025. 46 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Orgel Wealth Management held 6,927,424 shares of Global X US Preferred ETF worth $122M as of Q3 2026.
Orgel Wealth Management bought 101,232 Global X US Preferred ETF shares in Q3 2026, an estimated $1.86M.
Global X US Preferred ETF made up 2.3% of Orgel Wealth Management's portfolio in Q3 2026, its #16 holding.
Orgel Wealth Management first reported a position in Global X US Preferred ETF in Q3 2022 and has held it in 15 quarters since.
Orgel Wealth Management's Global X US Preferred ETF position peaked at $139M in Q4 2025.
46 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.