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 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 $1.37T 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 $1.53B AUM 29.94% 1-Year Est. Return

Prepared Retirement Institute's PFFD Position: Q1 2026 in Review

Prepared Retirement Institute reduced its Global X US Preferred ETF (PFFD) stake by 5.4% in Q1 2026, selling an estimated $98K and leaving 89,830 shares worth $1.65M. The position accounts for 0.82% of the portfolio, ranked #21.

Prepared Retirement Institute first reported a position in PFFD in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.11M in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Prepared Retirement Institute held 89,830 shares of Global X US Preferred ETF worth $1.65M as of Q1 2026.
Prepared Retirement Institute sold 5,122 Global X US Preferred ETF shares in Q1 2026, an estimated $98K.
Global X US Preferred ETF made up 0.82% of Prepared Retirement Institute's portfolio in Q1 2026, its #21 holding.
Prepared Retirement Institute first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 10 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 Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.