Prepared Retirement Institute’s Global X US Preferred ETF PFFD Stock Holding History

Prepared Retirement Institute’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	$1.67M	Sell	89,174 -656	-0.7%	-$12.4K	0.71%	27
2026 Q1	$1.65M	Sell	89,830 -5,122	-5%	-$98K	0.82%	21
2025 Q4	$1.8M	Buy	94,952 +1,147	+1%	+$21.9K	0.9%	20
2025 Q3	$1.82M	Sell	93,805 -25,133	-21%	-$486K	0.95%	19
2025 Q2	$2.24M	Sell	118,938 -13,063	-10%	-$243K	1.32%	17
2025 Q1	$2.51M	Sell	132,001 -64,100	-33%	-$1.26M	1.6%	16
2024 Q4	$3.83M	Sell	196,101 -1,479	-0.7%	-$30.1K	2.18%	13
2024 Q3	$4.11M	Buy	197,580 +4,791	+2%	+$96.4K	2.49%	13
2024 Q2	$3.79M	Sell	192,789 -2,866	-1%	-$56.2K	2.52%	12
2024 Q1	$3.94M	Sell	195,655 -12,674	-6%	-$253K	2.94%	10
2023 Q4	$4.04M	Buy	+208,329	New	+$3.88M	3.03%	10

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

Prepared Retirement Institute's PFFD Position: Q2 2026 in Review

Prepared Retirement Institute reduced its Global X US Preferred ETF (PFFD) stake by 0.73% in Q2 2026, selling an estimated $12.4K and leaving 89,174 shares worth $1.67M. The position accounts for 0.71% of the portfolio, ranked #27.

Prepared Retirement Institute first reported a position in PFFD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.11M in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Prepared Retirement Institute held 89,174 shares of Global X US Preferred ETF worth $1.67M as of Q2 2026.
Prepared Retirement Institute sold 656 Global X US Preferred ETF shares in Q2 2026, an estimated $12.4K.
Global X US Preferred ETF made up 0.71% of Prepared Retirement Institute's portfolio in Q2 2026, its #27 holding.
Prepared Retirement Institute first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 11 quarters since.
Prepared Retirement Institute's Global X US Preferred ETF position peaked at $4.11M in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.