RFP
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Root Financial Partners’s Global X US Preferred ETF PFFD Stock Holding History

Root Financial Partners’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
-2,370
Closed -$43.6K – 2385
2026
Q1 		$43.6K Buy
+2,370
New +$45.3K ﹤0.01% 934

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Root Financial Partners's PFFD Position: Q2 2026 in Review

Root Financial Partners sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 2,370 shares — an estimated $43.6K sold.

Root Financial Partners first reported a position in PFFD in Q1 2026 and held it in 1 quarter. The position peaked at $43.6K in Q1 2026. 121 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Root Financial Partners reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,370 Global X US Preferred ETF shares in Q2 2026, an estimated $43.6K.
  • Root Financial Partners first reported a position in Global X US Preferred ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Global X US Preferred ETF position peaked at $43.6K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.