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 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

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

Sigma Planning Corp's PFFD Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Global X US Preferred ETF (PFFD) in Q2 2026: 10,120 shares worth $189K. The stake represents ﹤0.01% of the portfolio and ranks #1344 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in PFFD as recently as Q3 2021.

Sigma Planning Corp first reported a position in PFFD in Q4 2020 and has held it in 5 quarters since. The position peaked at $521K in Q1 2021. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Sigma Planning Corp held 10,120 shares of Global X US Preferred ETF worth $189K as of Q2 2026.
Global X US Preferred ETF was a new Sigma Planning Corp position in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1344 holding.
Sigma Planning Corp first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 5 quarters since.
Sigma Planning Corp's Global X US Preferred ETF position peaked at $521K in Q1 2021.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.