Rational Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Rational Advisors’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	$23M	Buy	1,249,820 +200,283	+19%	+$3.83M	2.35%	12
2025 Q4	$19.8M	Sell	1,049,537 -19,673	-2%	-$376K	2.03%	14
2025 Q3	$20.8M	Sell	1,069,210 -33,208	-3%	-$642K	2.07%	13
2025 Q2	$20.8M	Buy	1,102,418 +8,471	+0.8%	+$158K	2.06%	15
2025 Q1	$20.8M	Sell	1,093,947 -69,815	-6%	-$1.37M	2.1%	14
2024 Q4	$22.7M	Sell	1,163,762 -50,723	-4%	-$1.03M	2.22%	13
2024 Q3	$25.2M	Sell	1,214,485 -271,767	-18%	-$5.47M	2.43%	13
2024 Q2	$29.2M	Sell	1,486,252 -64,414	-4%	-$1.26M	2.85%	12
2024 Q1	$31.3M	Sell	1,550,666 -690,614	-31%	-$13.8M	2.9%	12
2023 Q4	$43.5M	Buy	2,241,280 +129,860	+6%	+$2.42M	4.43%	9
2023 Q3	$39.7M	Sell	2,111,420 -115,241	-5%	-$2.2M	3.6%	11
2023 Q2	$43.2M	Buy	2,226,661 +162,233	+8%	+$3.14M	3.57%	11
2023 Q1	$41M	Buy	2,064,428 +99,832	+5%	+$2.05M	3.35%	10
2022 Q4	$38.1M	Sell	1,964,596 -457,624	-19%	-$9.13M	3.15%	11
2022 Q3	$49.7M	Buy	2,422,220 +259,284	+12%	+$5.61M	3.92%	10
2022 Q2	$45.9M	Sell	2,162,936 -556,479	-20%	-$12.1M	3.3%	11
2022 Q1	$63.9M	Buy	2,719,415 +689,942	+34%	+$16.5M	3.78%	10
2021 Q4	$52.3M	Buy	2,029,473 +446,336	+28%	+$11.4M	3.2%	11
2021 Q3	$40.8M	Buy	1,583,137 +3,749	+0.2%	+$97.5K	3.19%	11
2021 Q2	$41.3M	Buy	1,579,388 +826,272	+110%	+$21.3M	4.88%	7
2021 Q1	$19.2M	Buy	753,116 +445,960	+145%	+$11.3M	3.55%	9
2020 Q4	$7.92M	Buy	307,156 +210,586	+218%	+$5.33M	2.13%	13
2020 Q3	$2.39M	Buy	96,570 +44,970	+87%	+$1.1M	1.02%	17
2020 Q2	$1.21M	Sell	51,600 -3,000	-5%	-$69.9K	0.63%	52
2020 Q1	$1.2M	Sell	54,600 -17,974	-25%	-$433K	0.87%	32
2019 Q4	$1.82M	Buy	72,574 +11,714	+19%	+$292K	0.85%	22
2019 Q3	$1.53M	Buy	60,860 +19,052	+46%	+$473K	0.59%	46
2019 Q2	$1.02M	Buy	41,808 +6,633	+19%	+$161K	0.36%	101
2019 Q1	$846K	Buy	+35,175	New	+$834K	0.23%	115

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

Rational Advisors's PFFD Position: Q1 2026 in Review

Rational Advisors increased its Global X US Preferred ETF (PFFD) stake by 19% in Q1 2026, buying an estimated $3.83M and bringing the position to 1,249,820 shares worth $23M. The position accounts for 2.35% of the portfolio, ranked #12.

Rational Advisors first reported a position in PFFD in Q1 2019 and has held it in 29 quarters since. The position peaked at $63.9M in Q1 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Rational Advisors held 1,249,820 shares of Global X US Preferred ETF worth $23M as of Q1 2026.
Rational Advisors bought 200,283 Global X US Preferred ETF shares in Q1 2026, an estimated $3.83M.
Global X US Preferred ETF made up 2.35% of Rational Advisors's portfolio in Q1 2026, its #12 holding.
Rational Advisors first reported a position in Global X US Preferred ETF in Q1 2019 and has held it in 29 quarters since.
Rational Advisors's Global X US Preferred ETF position peaked at $63.9M in Q1 2022.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Rational Advisors's 13F filing for Q1 2026, filed 7 May 2026.