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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
Q2 		$139K Buy
7,414
+2,506
+51% +$47.3K 0.01% 362
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 $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SHP Wealth Management's PFFD Position: Q2 2026 in Review

SHP Wealth Management increased its Global X US Preferred ETF (PFFD) stake by 51% in Q2 2026, buying an estimated $47.3K and bringing the position to 7,414 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #362.

SHP Wealth Management first reported a position in PFFD in Q4 2025 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • SHP Wealth Management held 7,414 shares of Global X US Preferred ETF worth $139K as of Q2 2026.
  • SHP Wealth Management bought 2,506 Global X US Preferred ETF shares in Q2 2026, an estimated $47.3K.
  • Global X US Preferred ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #362 holding.
  • SHP Wealth Management first reported a position in Global X US Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.