Plan Group Financial’s Global X US Preferred ETF PFFD Stock Holding History

Plan Group Financial’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	$5.66M	Buy	307,627 +22,269	+8%	+$426K	1.33%	21
2025 Q4	$5.4M	Buy	285,358 +61,965	+28%	+$1.18M	1.4%	19
2025 Q3	$4.34M	Buy	223,393 +82,899	+59%	+$1.6M	1.17%	25
2025 Q2	$2.65M	Buy	140,494 +72,705	+107%	+$1.35M	0.87%	34
2025 Q1	$1.29M	Buy	67,789 +51,563	+318%	+$1.01M	0.46%	58
2024 Q4	$317K	Buy	16,226 +65	+0.4%	+$1.32K	0.17%	88
2024 Q3	$336K	Sell	16,161 -315	-2%	-$6.34K	0.18%	84
2024 Q2	$324K	Buy	16,476 +346	+2%	+$6.79K	0.2%	75
2024 Q1	$325K	Buy	+16,130	New	+$322K	0.21%	68

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

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

Plan Group Financial's PFFD Position: Q1 2026 in Review

Plan Group Financial increased its Global X US Preferred ETF (PFFD) stake by 7.8% in Q1 2026, buying an estimated $426K and bringing the position to 307,627 shares worth $5.66M. The position accounts for 1.33% of the portfolio, ranked #21.

Plan Group Financial first reported a position in PFFD in Q1 2024 and has held it in 9 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Plan Group Financial held 307,627 shares of Global X US Preferred ETF worth $5.66M as of Q1 2026.
Plan Group Financial bought 22,269 Global X US Preferred ETF shares in Q1 2026, an estimated $426K.
Global X US Preferred ETF made up 1.33% of Plan Group Financial's portfolio in Q1 2026, its #21 holding.
Plan Group Financial first reported a position in Global X US Preferred ETF in Q1 2024 and has held it in 9 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.