SBI Securities’s Global X US Preferred ETF PFFD Stock Holding History

SBI Securities’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	$3.39M	Sell	181,285 -1,009	-0.6%	-$19K	0.08%	143
2026 Q1	$3.35M	Sell	182,294 -10,118	-5%	-$194K	0.09%	123
2025 Q4	$3.64M	Sell	192,412 -10,254	-5%	-$196K	0.09%	123
2025 Q3	$3.94M	Buy	202,666 +342	+0.2%	+$6.61K	0.1%	118
2025 Q2	$3.81M	Sell	202,324 -94,546	-32%	-$1.76M	0.11%	110
2025 Q1	$5.65M	Buy	296,870 +5,309	+2%	+$104K	0.19%	74
2024 Q4	$5.69M	Buy	+291,561	New	+$5.94M	0.18%	76

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

SBI Securities's PFFD Position: Q2 2026 in Review

SBI Securities reduced its Global X US Preferred ETF (PFFD) stake by 0.55% in Q2 2026, selling an estimated $19K and leaving 181,285 shares worth $3.39M. The position accounts for 0.08% of the portfolio, ranked #143.

SBI Securities first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.69M in Q4 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

SBI Securities held 181,285 shares of Global X US Preferred ETF worth $3.39M as of Q2 2026.
SBI Securities sold 1,009 Global X US Preferred ETF shares in Q2 2026, an estimated $19K.
Global X US Preferred ETF made up 0.08% of SBI Securities's portfolio in Q2 2026, its #143 holding.
SBI Securities first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Global X US Preferred ETF position peaked at $5.69M in Q4 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.