RF
PFFD icon

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

RHS 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
Q3 		$221K Buy
+12,568
New +$231K 0.07% 171
2026
Q2 		– Sell
-13,794
Closed -$254K – 172
2026
Q1 		$254K Sell
13,794
-7,131
-34% -$136K 0.12% 127
2025
Q4 		$396K Sell
20,925
-24,834
-54% -$475K 0.19% 82
2025
Q3 		$889K Buy
45,759
+192
+0.4% +$3.71K 0.46% 49
2025
Q2 		$858K Sell
45,567
-13,700
-23% -$255K 0.49% 48
2025
Q1 		$1.13M Sell
59,267
-23,803
-29% -$467K 0.63% 46
2024
Q4 		$1.62M Sell
83,070
-18,888
-19% -$385K 0.84% 38
2024
Q3 		$2.12M Buy
101,958
+38,224
+60% +$769K 1.07% 30
2024
Q2 		$1.25M Sell
63,734
-1,391
-2% -$27.3K 0.77% 34
2024
Q1 		$1.31M Buy
+65,125
New +$1.3M 0.76% 31
2022
Q2 		– Sell
-26,081
Closed -$613K – 87
2022
Q1 		$613K Sell
26,081
-32,239
-55% -$772K 0.45% 44
2021
Q4 		$1.5M Sell
58,320
-18,568
-24% -$476K 1.04% 31
2021
Q3 		$1.98M Sell
76,888
-27,588
-26% -$717K 1.44% 23
2021
Q2 		$2.73M Sell
104,476
-10,616
-9% -$273K 2.04% 20
2021
Q1 		$2.94M Buy
115,092
+35,304
+44% +$895K 2.45% 18
2020
Q4 		$2.06M Buy
79,788
+28,242
+55% +$715K 1.77% 19
2020
Q3 		$1.28M Buy
51,546
+24,129
+88% +$591K 1.28% 27
2020
Q2 		$644K Sell
27,417
-27,947
-50% -$651K 0.75% 40
2020
Q1 		$1.21M Buy
55,364
+20,247
+58% +$488K 1.62% 22
2019
Q4 		$879K Sell
35,117
-4,458
-11% -$111K 0.92% 34
2019
Q3 		$993K Sell
39,575
-3,058
-7% -$75.9K 1.17% 29
2019
Q2 		$1.05M Sell
42,633
-11,025
-21% -$268K 1.31% 27
2019
Q1 		$1.29M Sell
53,658
-10,565
-16% -$250K 1.67% 19
2018
Q4 		$1.45M Buy
+64,223
New +$1.49M 2.09% 18

Other funds holding PFFD

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
HA
Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return

RHS Financial's PFFD Position: Q3 2026 in Review

RHS Financial opened a new position in Global X US Preferred ETF (PFFD) in Q3 2026: 12,568 shares worth $221K. The stake represents 0.07% of the portfolio and ranks #171 among its holdings. This is a return to the name: RHS Financial previously reported a position in PFFD as recently as Q1 2026.

RHS Financial first reported a position in PFFD in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.94M in Q1 2021. 49 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • RHS Financial held 12,568 shares of Global X US Preferred ETF worth $221K as of Q3 2026.
  • Global X US Preferred ETF was a new RHS Financial position in Q3 2026.
  • Global X US Preferred ETF made up 0.07% of RHS Financial's portfolio in Q3 2026, its #171 holding.
  • RHS Financial first reported a position in Global X US Preferred ETF in Q4 2018 and has held it in 24 quarters since.
  • RHS Financial's Global X US Preferred ETF position peaked at $2.94M in Q1 2021.
  • 49 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.