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

&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
2026 Q2	$2.76M	Sell	147,447 -13,138	-8%	-$248K	0.01%	849
2026 Q1	$2.93M	Buy	160,585 +24,210	+18%	+$463K	0.01%	740
2025 Q4	$2.58M	Sell	136,375 -24,879	-15%	-$476K	0.01%	738
2025 Q3	$3.13M	Buy	161,254 +23,740	+17%	+$459K	0.02%	578
2025 Q2	$2.59M	Buy	137,514 +16,087	+13%	+$300K	0.02%	566
2025 Q1	$2.31M	Buy	121,427 +55,481	+84%	+$1.09M	0.02%	492
2024 Q4	$1.32M	Buy	65,946 +39,506	+149%	+$805K	0.02%	653
2024 Q3	$564K	Buy	+26,440	New	+$532K	0.01%	810

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 $1.55T AUM 33.47% 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

&Partners's PFFD Position: Q2 2026 in Review

&Partners reduced its Global X US Preferred ETF (PFFD) stake by 8.2% in Q2 2026, selling an estimated $248K and leaving 147,447 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #849.

&Partners first reported a position in PFFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.13M in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

&Partners held 147,447 shares of Global X US Preferred ETF worth $2.76M as of Q2 2026.
&Partners sold 13,138 Global X US Preferred ETF shares in Q2 2026, an estimated $248K.
Global X US Preferred ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #849 holding.
&Partners first reported a position in Global X US Preferred ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's Global X US Preferred ETF position peaked at $3.13M in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.