Simplex Trading
PFFD icon

Simplex Trading’s Global X US Preferred ETF PFFD Stock Holding History

Simplex Trading’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 		$16.4K Buy
879
+380
+76% +$7.17K ﹤0.01% 7285
2026
Q1 		$9.18K Sell
499
-18
-3% -$344 ﹤0.01% 7435
2025
Q4 		$9.78K Buy
517
+136
+36% +$2.6K ﹤0.01% 6996
2025
Q3 		$7K Sell
381
-197
-34% -$3.81K ﹤0.01% 8130
2025
Q2 		$10K Sell
578
-1,783
-76% -$33.2K ﹤0.01% 7329
2025
Q1 		$44K Buy
2,361
+1,638
+227% +$32.2K ﹤0.01% 5901
2024
Q4 		$14K Buy
+723
New +$14.7K ﹤0.01% 6962
2024
Q3 		– Sell
-810
Closed -$15K – 9304
2024
Q2 		$15K Sell
810
-39
-5% -$765 ﹤0.01% 7140
2024
Q1 		$17K Sell
849
-2,859
-77% -$57K ﹤0.01% 7228
2023
Q4 		$71K Buy
+3,708
New +$69K ﹤0.01% 5736
2023
Q2 		– Sell
-7,503
Closed -$149K – 9700
2023
Q1 		$149K Buy
7,503
+609
+9% +$12.5K ﹤0.01% 4681
2022
Q4 		$133K Buy
6,894
+4,906
+247% +$97.9K ﹤0.01% 4731
2022
Q3 		$40K Buy
1,988
+912
+85% +$19.7K ﹤0.01% 6736
2022
Q2 		$22K Buy
+1,076
New +$23.3K ﹤0.01% 7495
2022
Q1 		– Sell
-322
Closed -$8K – 11151
2021
Q4 		$8K Buy
+322
New +$8.25K ﹤0.01% 9214

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 22.96% 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

Simplex Trading's PFFD Position: Q2 2026 in Review

Simplex Trading increased its Global X US Preferred ETF (PFFD) stake by 76% in Q2 2026, buying an estimated $7.17K and bringing the position to 879 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7285.

Simplex Trading first reported a position in PFFD in Q4 2021 and has held it in 15 quarters since. The position peaked at $149K in Q1 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Simplex Trading held 879 shares of Global X US Preferred ETF worth $16.4K as of Q2 2026.
  • Simplex Trading bought 380 Global X US Preferred ETF shares in Q2 2026, an estimated $7.17K.
  • Global X US Preferred ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7285 holding.
  • Simplex Trading first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 15 quarters since.
  • Simplex Trading's Global X US Preferred ETF position peaked at $149K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.