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

Perigon 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	$545K	Sell	29,154 -931	-3%	-$17.6K	0.01%	849
2026 Q1	$554K	Sell	30,085 -1,345	-4%	-$25.7K	0.01%	752
2025 Q4	$594K	Sell	31,430 -146	-0.5%	-$2.79K	0.01%	714
2025 Q3	$614K	Buy	31,576 +6,107	+24%	+$118K	0.01%	668
2025 Q2	$480K	Sell	25,469 -170	-0.7%	-$3.17K	0.01%	681
2025 Q1	$488K	Sell	25,639 -3	-0%	-$59	0.01%	646
2024 Q4	$506K	Sell	25,642 -1,072	-4%	-$21.8K	0.01%	639
2024 Q3	$555K	Sell	26,714 -781	-3%	-$15.7K	0.01%	587
2024 Q2	$541K	Buy	27,495 +2,603	+10%	+$51.1K	0.02%	516
2024 Q1	$502K	Buy	24,892 +9,130	+58%	+$182K	0.02%	537
2023 Q4	$306K	Buy	+15,762	New	+$293K	0.01%	653

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

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

Perigon Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 3.1% in Q2 2026, selling an estimated $17.6K and leaving 29,154 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #849.

Perigon Wealth Management first reported a position in PFFD in Q4 2023 and has held it in 11 quarters since. The position peaked at $614K in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Perigon Wealth Management held 29,154 shares of Global X US Preferred ETF worth $545K as of Q2 2026.
Perigon Wealth Management sold 931 Global X US Preferred ETF shares in Q2 2026, an estimated $17.6K.
Global X US Preferred ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #849 holding.
Perigon Wealth Management first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 11 quarters since.
Perigon Wealth Management's Global X US Preferred ETF position peaked at $614K in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.