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

SHP Wealth Management’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 		$90.3K Sell
4,908
-51
-1% -$975 0.01% 398
2025
Q4 		$93.8K Buy
+4,959
New +$94.8K 0.01% 364

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Susquehanna International Group
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

SHP Wealth Management's PFFD Position: Q1 2026 in Review

SHP Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 1% in Q1 2026, selling an estimated $975 and leaving 4,908 shares worth $90.3K. The position accounts for 0.01% of the portfolio, ranked #398.

SHP Wealth Management first reported a position in PFFD in Q4 2025 and has held it in 2 quarters since. The position peaked at $93.8K in Q4 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • SHP Wealth Management held 4,908 shares of Global X US Preferred ETF worth $90.3K as of Q1 2026.
  • SHP Wealth Management sold 51 Global X US Preferred ETF shares in Q1 2026, an estimated $975.
  • Global X US Preferred ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #398 holding.
  • SHP Wealth Management first reported a position in Global X US Preferred ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Global X US Preferred ETF position peaked at $93.8K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.