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Principal Securities’s Global X US Preferred ETF PFFD Stock Holding History

Principal Securities’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 		$1.72M Buy
92,115
+11,462
+14% +$216K 0.02% 612
2026
Q1 		$1.48M Buy
80,653
+1,270
+2% +$24.3K 0.02% 602
2025
Q4 		$1.5M Buy
79,383
+2,619
+3% +$50.1K 0.02% 562
2025
Q3 		$1.49M Sell
76,764
-4,403
-5% -$85.1K 0.02% 532
2025
Q2 		$1.53M Buy
81,167
+4,306
+6% +$80.2K 0.03% 493
2025
Q1 		$1.5M Buy
76,861
+965
+1% +$18.9K 0.03% 434
2024
Q4 		$1.48M Buy
75,896
+6,932
+10% +$141K 0.03% 434
2024
Q3 		$1.43M Buy
68,964
+3,837
+6% +$77.2K 0.03% 436
2024
Q2 		$1.28M Buy
65,127
+46,536
+250% +$913K 0.04% 420
2024
Q1 		$375K Buy
18,591
+9,251
+99% +$185K 0.01% 775
2023
Q4 		$181K Buy
+9,340
New +$174K 0.01% 965

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities's PFFD Position: Q2 2026 in Review

Principal Securities increased its Global X US Preferred ETF (PFFD) stake by 14% in Q2 2026, buying an estimated $216K and bringing the position to 92,115 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #612.

Principal Securities first reported a position in PFFD in Q4 2023 and has held it in 11 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Principal Securities held 92,115 shares of Global X US Preferred ETF worth $1.72M as of Q2 2026.
  • Principal Securities bought 11,462 Global X US Preferred ETF shares in Q2 2026, an estimated $216K.
  • Global X US Preferred ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #612 holding.
  • Principal Securities first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 11 quarters since.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.