Prospect Financial Services’s Global X US Preferred ETF PFFD Stock Holding History

Prospect Financial Services’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	$379K	Sell	20,255 -2,000	-9%	-$37.7K	0.19%	77
2026 Q1	$409K	Sell	22,255 -8,600	-28%	-$164K	0.25%	70
2025 Q4	$583K	Sell	30,855 -16,404	-35%	-$314K	0.34%	52
2025 Q3	$918K	Sell	47,259 -8,876	-16%	-$171K	0.53%	41
2025 Q2	$1.06M	Sell	56,135 -12,154	-18%	-$226K	0.66%	37
2025 Q1	$1.3M	Buy	68,289 +11,844	+21%	+$233K	0.72%	33
2024 Q4	$1.1M	Buy	+56,445	New	+$1.15M	0.6%	37

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

Prospect Financial Services's PFFD Position: Q2 2026 in Review

Prospect Financial Services reduced its Global X US Preferred ETF (PFFD) stake by 9% in Q2 2026, selling an estimated $37.7K and leaving 20,255 shares worth $379K. The position accounts for 0.19% of the portfolio, ranked #77.

Prospect Financial Services first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q1 2025. 280 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Prospect Financial Services held 20,255 shares of Global X US Preferred ETF worth $379K as of Q2 2026.
Prospect Financial Services sold 2,000 Global X US Preferred ETF shares in Q2 2026, an estimated $37.7K.
Global X US Preferred ETF made up 0.19% of Prospect Financial Services's portfolio in Q2 2026, its #77 holding.
Prospect Financial Services first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Prospect Financial Services's Global X US Preferred ETF position peaked at $1.3M in Q1 2025.
280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.