Raymond James Financial
PFFD icon

Raymond James Financial’s Global X US Preferred ETF PFFD Stock Holding History

Raymond James Financial’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 		$12.4M Buy
665,418
+100,029
+18% +$1.89M ﹤0.01% 1962
2026
Q1 		$10.4M Buy
565,389
+106,640
+23% +$2.04M ﹤0.01% 1991
2025
Q4 		$8.67M Sell
458,749
-562,623
-55% -$10.8M ﹤0.01% 2089
2025
Q3 		$19.8M Buy
1,021,372
+26,592
+3% +$514K 0.01% 1418
2025
Q2 		$18.7M Sell
994,780
-61,558
-6% -$1.15M 0.01% 1420
2025
Q1 		$20.1M Buy
1,056,338
+54,974
+5% +$1.08M 0.01% 1310
2024
Q4 		$19.5M Buy
+1,001,364
New +$20.4M 0.01% 1327

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

Raymond James Financial's PFFD Position: Q2 2026 in Review

Raymond James Financial increased its Global X US Preferred ETF (PFFD) stake by 18% in Q2 2026, buying an estimated $1.89M and bringing the position to 665,418 shares worth $12.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Raymond James Financial first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.1M in Q1 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Raymond James Financial held 665,418 shares of Global X US Preferred ETF worth $12.4M as of Q2 2026.
  • Raymond James Financial bought 100,029 Global X US Preferred ETF shares in Q2 2026, an estimated $1.89M.
  • Global X US Preferred ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1962 holding.
  • Raymond James Financial first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Global X US Preferred ETF position peaked at $20.1M in Q1 2025.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.