Plimoth Trust’s Global X US Preferred ETF PFFD Stock Holding History

Plimoth Trust’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	$1.31M	Buy	70,279 +741	+1%	+$14K	0.26%	79
2026 Q1	$1.28M	Buy	69,538 +1,204	+2%	+$23K	0.29%	82
2025 Q4	$1.29M	Sell	68,334 -111	-0.2%	-$2.12K	0.29%	79
2025 Q3	$1.33M	Buy	68,445 +3,240	+5%	+$62.6K	0.3%	78
2025 Q2	$1.23M	Buy	65,205 +2,430	+4%	+$45.3K	0.29%	81
2025 Q1	$1.2M	Sell	62,775 -6,349	-9%	-$125K	0.31%	84
2024 Q4	$1.35M	Sell	69,124 -2,788	-4%	-$56.8K	0.35%	73
2024 Q3	$1.49M	Sell	71,912 -2,213	-3%	-$44.5K	0.38%	73
2024 Q2	$1.46M	Sell	74,125 -3,537	-5%	-$69.4K	0.39%	70
2024 Q1	$1.57M	Sell	77,662 -369	-0.5%	-$7.36K	0.42%	70
2023 Q4	$1.51M	Sell	78,031 -31,462	-29%	-$586K	0.44%	70
2023 Q3	$2.06M	Buy	109,493 +524	+0.5%	+$10K	0.65%	55
2023 Q2	$2.11M	Sell	108,969 -3,626	-3%	-$70.3K	0.63%	56
2023 Q1	$2.24M	Buy	112,595 +5,230	+5%	+$108K	0.69%	53
2022 Q4	$2.08M	Sell	107,365 -3,811	-3%	-$76K	0.67%	56
2022 Q3	$2.28M	Sell	111,176 -7,861	-7%	-$170K	0.79%	42
2022 Q2	$2.52M	Sell	119,037 -4,874	-4%	-$106K	0.8%	41
2022 Q1	$2.91M	Buy	123,911 +3,159	+3%	+$75.6K	0.77%	43
2021 Q4	$3.11M	Buy	120,752 +2,690	+2%	+$68.9K	0.79%	43
2021 Q3	$3.04M	Buy	118,062 +13,464	+13%	+$350K	0.86%	38
2021 Q2	$2.74M	Buy	104,598 +38,796	+59%	+$999K	0.77%	46
2021 Q1	$1.68M	Buy	+65,802	New	+$1.67M	0.5%	65

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

Plimoth Trust's PFFD Position: Q2 2026 in Review

Plimoth Trust increased its Global X US Preferred ETF (PFFD) stake by 1.1% in Q2 2026, buying an estimated $14K and bringing the position to 70,279 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #79.

Plimoth Trust first reported a position in PFFD in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.11M in Q4 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Plimoth Trust held 70,279 shares of Global X US Preferred ETF worth $1.31M as of Q2 2026.
Plimoth Trust bought 741 Global X US Preferred ETF shares in Q2 2026, an estimated $14K.
Global X US Preferred ETF made up 0.26% of Plimoth Trust's portfolio in Q2 2026, its #79 holding.
Plimoth Trust first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 22 quarters since.
Plimoth Trust's Global X US Preferred ETF position peaked at $3.11M in Q4 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.