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

Perissos Private 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 Q1	–	Sell	-71,855	Closed	-$1.36M	–	74
2025 Q4	$1.36M	Sell	71,855 -1,089	-1%	-$20.8K	1.17%	31
2025 Q3	$1.42M	Buy	72,944 +752	+1%	+$14.5K	1.03%	32
2025 Q2	$1.36M	Sell	72,192 -11,835	-14%	-$221K	1.07%	31
2025 Q1	$1.6M	Sell	84,027 -225	-0.3%	-$4.42K	1.46%	25
2024 Q4	$1.64M	Sell	84,252 -955	-1%	-$19.5K	1.23%	28
2024 Q3	$1.77M	Sell	85,207 -8,481	-9%	-$171K	1.42%	20
2024 Q2	$1.84M	Buy	93,688 +21,312	+29%	+$418K	1.65%	19
2024 Q1	$1.46M	Buy	+72,376	New	+$1.44M	1.32%	24

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Perissos Private Wealth Management's PFFD Position: Q1 2026 in Review

Perissos Private Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 71,855 shares — an estimated $1.36M sold.

Perissos Private Wealth Management first reported a position in PFFD in Q1 2024 and held it in 8 quarters. The position peaked at $1.84M in Q2 2024. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Perissos Private Wealth Management reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
Perissos Private Wealth Management sold 71,855 Global X US Preferred ETF shares in Q1 2026, an estimated $1.36M.
Perissos Private Wealth Management first reported a position in Global X US Preferred ETF in Q1 2024 and held it in 8 quarters.
Perissos Private Wealth Management's Global X US Preferred ETF position peaked at $1.84M in Q2 2024.
283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.