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

Realta Investment 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
Q2 		– Sell
-390
Closed -$7.17K – 400
2026
Q1 		$7.17K Buy
390
+7
+2% +$134 ﹤0.01% 313
2025
Q4 		$7.25K Buy
383
+5
+1% +$96 ﹤0.01% 303
2025
Q3 		$7.33K Buy
+378
New +$7.3K ﹤0.01% 287
2025
Q2 		– Sell
-366
Closed -$6.96K – 325
2025
Q1 		$6.96K Buy
+366
New +$7.19K ﹤0.01% 290
2024
Q4 		– Sell
-1,519
Closed -$31.7K – 390
2024
Q3 		$31.7K Sell
1,519
-9,222
-86% -$186K 0.01% 254
2024
Q2 		$211K Sell
10,741
-1,660
-13% -$32.6K 0.04% 385
2024
Q1 		$250K Sell
12,401
-1,922
-13% -$38.3K 0.05% 361
2023
Q4 		$278K Sell
14,323
-3,270
-19% -$60.9K 0.06% 330
2023
Q3 		$341K Hold
17,593
– – 0.08% 268
2023
Q2 		$341K Buy
17,593
+128
+0.7% +$2.48K 0.07% 278
2023
Q1 		$347K Sell
17,465
-433
-2% -$8.9K 0.08% 268
2022
Q4 		$347K Buy
17,898
+59
+0.3% +$1.18K 0.08% 272
2022
Q3 		$366K Sell
17,839
-886
-5% -$19.2K 0.1% 240
2022
Q2 		$401K Sell
18,725
-834
-4% -$18.1K 0.1% 222
2022
Q1 		$460K Buy
19,559
+401
+2% +$9.6K 0.09% 230
2021
Q4 		$493K Sell
19,158
-10
-0.1% -$256 0.11% 215
2021
Q3 		$494K Buy
19,168
+1,843
+11% +$47.9K 0.12% 201
2021
Q2 		$453K Buy
17,325
+1,349
+8% +$34.7K 0.11% 219
2021
Q1 		$408K Buy
15,976
+3,408
+27% +$86.4K 0.11% 230
2020
Q4 		$324K Buy
12,568
+1,846
+17% +$46.7K 0.09% 238
2020
Q3 		$265K Buy
+10,722
New +$263K 0.09% 245

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

Realta Investment Advisors's PFFD Position: Q2 2026 in Review

Realta Investment Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 390 shares — an estimated $7.17K sold.

Realta Investment Advisors first reported a position in PFFD in Q3 2020 and held it in 21 quarters. The position peaked at $494K in Q3 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Realta Investment Advisors reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 390 Global X US Preferred ETF shares in Q2 2026, an estimated $7.17K.
  • Realta Investment Advisors first reported a position in Global X US Preferred ETF in Q3 2020 and held it in 21 quarters.
  • Realta Investment Advisors's Global X US Preferred ETF position peaked at $494K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.