RVW Wealth’s Global X US Preferred ETF PFFD Stock Holding History

RVW Wealth’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	$284K	Hold	15,196	–	–	0.02%	152
2026 Q1	$280K	Hold	15,196	–	–	0.02%	147
2025 Q4	$287K	Sell	15,196 -5,607	-27%	-$107K	0.02%	144
2025 Q3	$404K	Hold	20,803	–	–	0.03%	124
2025 Q2	$392K	Hold	20,803	–	–	0.03%	119
2025 Q1	$396K	Hold	20,803	–	–	0.04%	109
2024 Q4	$406K	Hold	20,803	–	–	0.04%	104
2024 Q3	$432K	Sell	20,803 -926	-4%	-$18.6K	0.04%	102
2024 Q2	$428K	Sell	21,729 -17,017	-44%	-$334K	0.04%	99
2024 Q1	$781K	Buy	38,746 +160	+0.4%	+$3.19K	0.08%	76
2023 Q4	$749K	Sell	38,586 -772	-2%	-$14.4K	0.08%	79
2023 Q3	$740K	Sell	39,358 -1,493	-4%	-$28.5K	0.09%	78
2023 Q2	$792K	Buy	40,851 +2,777	+7%	+$53.8K	0.09%	81
2023 Q1	$756K	Sell	38,074 -11,884	-24%	-$244K	0.09%	84
2022 Q4	$968K	Sell	49,958 -13,244	-21%	-$264K	0.12%	76
2022 Q3	$1.3M	Buy	63,202 +695	+1%	+$15K	0.18%	67
2022 Q2	$1.33M	Sell	62,507 -6,133	-9%	-$133K	0.18%	67
2022 Q1	$1.61M	Sell	68,640 -32,908	-32%	-$788K	0.19%	58
2021 Q4	$2.62M	Sell	101,548 -507	-0.5%	-$13K	0.29%	48
2021 Q3	$3M	Buy	102,055 +34,066	+50%	+$886K	0.36%	43
2021 Q2	$2M	Buy	67,989 +22,752	+50%	+$586K	0.25%	48
2021 Q1	$1M	Buy	45,237 +23,036	+104%	+$584K	0.13%	91
2020 Q4	$1M	Buy	+22,201	New	+$562K	0.15%	82

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

RVW Wealth's PFFD Position: Q2 2026 in Review

RVW Wealth held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 15,196 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #152.

RVW Wealth first reported a position in PFFD in Q4 2020 and has held it in 23 quarters since. The position peaked at $3M in Q3 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

RVW Wealth held 15,196 shares of Global X US Preferred ETF worth $284K as of Q2 2026.
RVW Wealth left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #152 holding.
RVW Wealth first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 23 quarters since.
RVW Wealth's Global X US Preferred ETF position peaked at $3M in Q3 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.