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 Q3	–	Sell	-29,154	Closed	-$545K	–	1537
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Perigon Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q3 2026, closing a stake of 29,154 shares — an estimated $545K sold.

Perigon Wealth Management first reported a position in PFFD in Q4 2023 and held it in 11 quarters. The position peaked at $614K in Q3 2025. 157 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Perigon Wealth Management reported no remaining Global X US Preferred ETF position as of Q3 2026 after selling out during the quarter.
Perigon Wealth Management sold 29,154 Global X US Preferred ETF shares in Q3 2026, an estimated $545K.
Perigon Wealth Management first reported a position in Global X US Preferred ETF in Q4 2023 and held it in 11 quarters.
Perigon Wealth Management's Global X US Preferred ETF position peaked at $614K in Q3 2025.
157 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.