PAG
PFFD icon

Private Advisor Group’s Global X US Preferred ETF PFFD Stock Holding History

Private Advisor Group’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 		$3.07M Buy
164,315
+33,874
+26% +$639K 0.01% 834
2026
Q1 		$2.4M Sell
130,441
-13,479
-9% -$258K 0.01% 971
2025
Q4 		$2.72M Buy
143,920
+24,345
+20% +$466K 0.01% 895
2025
Q3 		$2.32M Buy
119,575
+29,405
+33% +$568K 0.01% 945
2025
Q2 		$1.7M Sell
90,170
-79,691
-47% -$1.49M 0.01% 1046
2025
Q1 		$3.23M Sell
169,861
-4,145
-2% -$81.4K 0.02% 691
2024
Q4 		$3.39M Sell
174,006
-97,050
-36% -$1.98M 0.02% 660
2024
Q3 		$5.63M Buy
271,056
+26,613
+11% +$536K 0.04% 479
2024
Q2 		$4.81M Buy
244,443
+74,586
+44% +$1.46M 0.03% 504
2024
Q1 		$3.42M Buy
169,857
+112,407
+196% +$2.24M 0.02% 591
2023
Q4 		$1.11M Buy
57,450
+24,430
+74% +$455K 0.01% 1055
2023
Q3 		$621K Buy
33,020
+1,008
+3% +$19.3K 0.01% 1281
2023
Q2 		$621K Buy
32,012
+1,683
+6% +$32.6K 0.01% 1276
2023
Q1 		$602K Buy
30,329
+1,914
+7% +$39.4K 0.01% 1246
2022
Q4 		$550 Sell
28,415
-67
-0.2% -$1.34K ﹤0.01% 1367
2022
Q3 		$584K Buy
28,482
+5,288
+23% +$114K 0.01% 1161
2022
Q2 		$492K Sell
23,194
-12,966
-36% -$281K ﹤0.01% 1420
2022
Q1 		$850K Sell
36,160
-36,256
-50% -$868K 0.01% 1165
2021
Q4 		$1.86M Sell
72,416
-190,506
-72% -$4.88M 0.01% 842
2021
Q3 		$6.77M Sell
262,922
-6,688
-2% -$174K 0.04% 411
2021
Q2 		$7.06M Buy
269,610
+92,901
+53% +$2.39M 0.06% 303
2021
Q1 		$4.51M Buy
176,709
+111,304
+170% +$2.82M 0.04% 411
2020
Q4 		$1.69M Buy
+65,405
New +$1.66M 0.02% 718
2020
Q3 		– Sell
-460
Closed -$11K – 2895
2020
Q2 		$11K Buy
+460
New +$10.7K ﹤0.01% 2897

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

Private Advisor Group's PFFD Position: Q2 2026 in Review

Private Advisor Group increased its Global X US Preferred ETF (PFFD) stake by 26% in Q2 2026, buying an estimated $639K and bringing the position to 164,315 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #834.

Private Advisor Group first reported a position in PFFD in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.06M in Q2 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Private Advisor Group held 164,315 shares of Global X US Preferred ETF worth $3.07M as of Q2 2026.
  • Private Advisor Group bought 33,874 Global X US Preferred ETF shares in Q2 2026, an estimated $639K.
  • Global X US Preferred ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #834 holding.
  • Private Advisor Group first reported a position in Global X US Preferred ETF in Q2 2020 and has held it in 24 quarters since.
  • Private Advisor Group's Global X US Preferred ETF position peaked at $7.06M in Q2 2021.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.