Savvy Advisors Inc’s Global X US Preferred ETF PFFD Stock Holding History

Savvy Advisors Inc’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 Q1	$387K	Buy	+21,037	New	+$402K	0.01%	759
2025 Q4	–	Sell	-10,996	Closed	-$214K	–	1069
2025 Q3	$214K	Sell	10,996 -382	-3%	-$7.38K	0.01%	763
2025 Q2	$214K	Buy	+11,378	New	+$212K	0.01%	585

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Savvy Advisors Inc's PFFD Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in Global X US Preferred ETF (PFFD) in Q1 2026: 21,037 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in PFFD as recently as Q3 2025.

Savvy Advisors Inc first reported a position in PFFD in Q2 2025 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Savvy Advisors Inc held 21,037 shares of Global X US Preferred ETF worth $387K as of Q1 2026.
Global X US Preferred ETF was a new Savvy Advisors Inc position in Q1 2026.
Global X US Preferred ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #759 holding.
Savvy Advisors Inc first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 3 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.