Plan Group Financial
PFFD icon

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
Q3 		$6.28M Buy
365,163
+37,224
+11% +$683K 1.23% 26
2026
Q2 		$6.13M Buy
327,939
+20,312
+7% +$383K 1.26% 23
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
State of Wisconsin - Board of Commissioners of Public Lands
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Plan Group Financial's PFFD Position: Q3 2026 in Review

Plan Group Financial increased its Global X US Preferred ETF (PFFD) stake by 11% in Q3 2026, buying an estimated $683K and bringing the position to 365,163 shares worth $6.28M. The position accounts for 1.23% of the portfolio, ranked #26.

Plan Group Financial first reported a position in PFFD in Q1 2024 and has held it in 11 quarters since. 77 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • Plan Group Financial held 365,163 shares of Global X US Preferred ETF worth $6.28M as of Q3 2026.
  • Plan Group Financial bought 37,224 Global X US Preferred ETF shares in Q3 2026, an estimated $683K.
  • Global X US Preferred ETF made up 1.23% of Plan Group Financial's portfolio in Q3 2026, its #26 holding.
  • Plan Group Financial first reported a position in Global X US Preferred ETF in Q1 2024 and has held it in 11 quarters since.
  • 77 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.