Sigma Planning Corp’s Global X US Preferred ETF PFFD Stock Holding History

Sigma Planning Corp’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 Q3	$181K	Buy	10,300 +180	+2%	+$3.3K	﹤0.01%	1267
2026 Q2	$189K	Buy	+10,120	New	+$191K	﹤0.01%	1344
2021 Q4	–	Sell	-8,118	Closed	-$209K	–	1442
2021 Q3	$209K	Sell	8,118 -268	-3%	-$6.97K	0.01%	1246
2021 Q2	$219K	Sell	8,386 -12,022	-59%	-$310K	0.01%	1244
2021 Q1	$521K	Buy	20,408 +10,227	+100%	+$259K	0.02%	752
2020 Q4	$263K	Buy	+10,181	New	+$258K	0.01%	967

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Sigma Planning Corp's PFFD Position: Q3 2026 in Review

Sigma Planning Corp increased its Global X US Preferred ETF (PFFD) stake by 1.8% in Q3 2026, buying an estimated $3.3K and bringing the position to 10,300 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Sigma Planning Corp first reported a position in PFFD in Q4 2020 and has held it in 6 quarters since. The position peaked at $521K in Q1 2021. 217 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Sigma Planning Corp held 10,300 shares of Global X US Preferred ETF worth $181K as of Q3 2026.
Sigma Planning Corp bought 180 Global X US Preferred ETF shares in Q3 2026, an estimated $3.3K.
Global X US Preferred ETF made up ﹤0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1267 holding.
Sigma Planning Corp first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 6 quarters since.
Sigma Planning Corp's Global X US Preferred ETF position peaked at $521K in Q1 2021.
217 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.