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 Q2	$406K	Buy	21,703 +666	+3%	+$12.6K	0.01%	864
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 $1.55T 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 22.9% 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

Savvy Advisors Inc's PFFD Position: Q2 2026 in Review

Savvy Advisors Inc increased its Global X US Preferred ETF (PFFD) stake by 3.2% in Q2 2026, buying an estimated $12.6K and bringing the position to 21,703 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #864.

Savvy Advisors Inc first reported a position in PFFD in Q2 2025 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Savvy Advisors Inc held 21,703 shares of Global X US Preferred ETF worth $406K as of Q2 2026.
Savvy Advisors Inc bought 666 Global X US Preferred ETF shares in Q2 2026, an estimated $12.6K.
Global X US Preferred ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #864 holding.
Savvy Advisors Inc first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 4 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.