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

Pathstone 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	$228K	Hold	12,175	–	–	﹤0.01%	2184
2026 Q1	$224K	Hold	12,175	–	–	﹤0.01%	2068
2025 Q4	$230K	Hold	12,175	–	–	﹤0.01%	2060
2025 Q3	$237K	Hold	12,175	–	–	﹤0.01%	2135
2025 Q2	$229K	Hold	12,175	–	–	﹤0.01%	2021
2025 Q1	$232K	Hold	12,175	–	–	﹤0.01%	2026
2024 Q4	$238K	Sell	12,175 -115	-0.9%	-$2.34K	﹤0.01%	2085
2024 Q3	$255K	Buy	+12,290	New	+$247K	﹤0.01%	2059

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

Pathstone Holdings's PFFD Position: Q2 2026 in Review

Pathstone Holdings held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 12,175 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Pathstone Holdings first reported a position in PFFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $255K in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Pathstone Holdings held 12,175 shares of Global X US Preferred ETF worth $228K as of Q2 2026.
Pathstone Holdings left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2184 holding.
Pathstone Holdings first reported a position in Global X US Preferred ETF in Q3 2024 and has held it in 8 quarters since.
Pathstone Holdings's Global X US Preferred ETF position peaked at $255K in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

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