Osaic Holdings
PFFD icon

Osaic Holdings’s Global X US Preferred ETF PFFD Stock Holding History

Osaic Holdings’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 		$3.91M Buy
209,229
+26,265
+14% +$495K ﹤0.01% 1731
2026
Q1 		$3.37M Buy
182,964
+53,931
+42% +$1.03M ﹤0.01% 1642
2025
Q4 		$2.44M Sell
129,033
-81,568
-39% -$1.56M ﹤0.01% 1921
2025
Q3 		$4.08M Buy
210,601
+8,684
+4% +$168K 0.01% 1628
2025
Q2 		$3.82M Buy
201,917
+72,660
+56% +$1.35M 0.01% 1433
2025
Q1 		$2.46M Sell
129,257
-27,319
-17% -$536K 0.01% 1508
2024
Q4 		$3.05M Sell
156,576
-773
-0.5% -$15.7K 0.01% 1343
2024
Q3 		$3.27M Buy
157,349
+10,618
+7% +$214K 0.01% 1343
2024
Q2 		$2.89M Sell
146,731
-52,355
-26% -$1.03M 0.01% 1378
2024
Q1 		$4.01M Sell
199,086
-40,145
-17% -$801K 0.01% 1194
2023
Q4 		$4.64M Sell
239,231
-24,756
-9% -$461K 0.01% 1242
2023
Q3 		$4.97M Buy
263,987
+70,183
+36% +$1.34M 0.01% 1313
2023
Q2 		$3.76M Buy
193,804
+3,670
+2% +$71.1K 0.01% 1377
2023
Q1 		$3.77M Buy
190,134
+27,418
+17% +$564K 0.01% 1350
2022
Q4 		$3.15M Sell
162,716
-3,154
-2% -$62.9K 0.01% 1405
2022
Q3 		$3.4M Sell
165,870
-62,008
-27% -$1.34M 0.01% 1257
2022
Q2 		$4.83M Sell
227,878
-4,840
-2% -$105K 0.01% 1058
2022
Q1 		$5.72M Buy
232,718
+2,586
+1% +$61.9K 0.01% 1093
2021
Q4 		$5.93M Buy
230,132
+35,864
+18% +$919K 0.01% 1008
2021
Q3 		$5M Buy
194,268
+27,920
+17% +$726K 0.01% 1055
2021
Q2 		$4.35M Buy
166,348
+83,183
+100% +$2.14M 0.01% 1123
2021
Q1 		$2.12M Buy
83,165
+5,179
+7% +$131K 0.01% 1559
2020
Q4 		$2.01M Buy
77,986
+21,109
+37% +$534K 0.01% 1442
2020
Q3 		$1.41M Buy
56,877
+7,915
+16% +$194K ﹤0.01% 1576
2020
Q2 		$1.15M Sell
48,962
-1,167
-2% -$27.2K ﹤0.01% 1657
2020
Q1 		$1.1M Buy
+50,129
New +$1.21M ﹤0.01% 1477

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings's PFFD Position: Q2 2026 in Review

Osaic Holdings increased its Global X US Preferred ETF (PFFD) stake by 14% in Q2 2026, buying an estimated $495K and bringing the position to 209,229 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Osaic Holdings first reported a position in PFFD in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.93M in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Osaic Holdings held 209,229 shares of Global X US Preferred ETF worth $3.91M as of Q2 2026.
  • Osaic Holdings bought 26,265 Global X US Preferred ETF shares in Q2 2026, an estimated $495K.
  • Global X US Preferred ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1731 holding.
  • Osaic Holdings first reported a position in Global X US Preferred ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Global X US Preferred ETF position peaked at $5.93M in Q4 2021.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.