Robertson Stephens Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Robertson Stephens Wealth Management’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	$2.68M	Sell	143,356 -9,062	-6%	-$171K	0.07%	188
2026 Q1	$2.8M	Sell	152,418 -43,115	-22%	-$825K	0.08%	172
2025 Q4	$3.72M	Sell	195,533 -12,589	-6%	-$241K	0.1%	147
2025 Q3	$4.04M	Sell	208,122 -24,822	-11%	-$480K	0.12%	122
2025 Q2	$4.39M	Buy	232,944 +15,674	+7%	+$292K	0.14%	114
2025 Q1	$4.14M	Sell	217,270 -8,130	-4%	-$160K	0.14%	121
2024 Q4	$4.42M	Sell	225,400 -113,772	-34%	-$2.32M	0.16%	122
2024 Q3	$7.05M	Buy	+339,172	New	+$6.83M	0.26%	86

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

Robertson Stephens Wealth Management's PFFD Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 5.9% in Q2 2026, selling an estimated $171K and leaving 143,356 shares worth $2.68M. The position accounts for 0.07% of the portfolio, ranked #188.

Robertson Stephens Wealth Management first reported a position in PFFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.05M in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Robertson Stephens Wealth Management held 143,356 shares of Global X US Preferred ETF worth $2.68M as of Q2 2026.
Robertson Stephens Wealth Management sold 9,062 Global X US Preferred ETF shares in Q2 2026, an estimated $171K.
Global X US Preferred ETF made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #188 holding.
Robertson Stephens Wealth Management first reported a position in Global X US Preferred ETF in Q3 2024 and has held it in 8 quarters since.
Robertson Stephens Wealth Management's Global X US Preferred ETF position peaked at $7.05M in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.