Smithbridge Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Smithbridge Asset 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	$533K	Sell	28,530 -3,170	-10%	-$59.8K	0.07%	125
2026 Q1	$583K	Buy	+31,700	New	+$606K	0.09%	123

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

Smithbridge Asset Management's PFFD Position: Q2 2026 in Review

Smithbridge Asset Management reduced its Global X US Preferred ETF (PFFD) stake by 10% in Q2 2026, selling an estimated $59.8K and leaving 28,530 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #125.

Smithbridge Asset Management first reported a position in PFFD in Q1 2026 and has held it in 2 quarters since. The position peaked at $583K in Q1 2026. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Smithbridge Asset Management held 28,530 shares of Global X US Preferred ETF worth $533K as of Q2 2026.
Smithbridge Asset Management sold 3,170 Global X US Preferred ETF shares in Q2 2026, an estimated $59.8K.
Global X US Preferred ETF made up 0.07% of Smithbridge Asset Management's portfolio in Q2 2026, its #125 holding.
Smithbridge Asset Management first reported a position in Global X US Preferred ETF in Q1 2026 and has held it in 2 quarters since.
Smithbridge Asset Management's Global X US Preferred ETF position peaked at $583K in Q1 2026.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.