Sound Income Strategies’s Global X US Preferred ETF PFFD Stock Holding History

Sound Income Strategies’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	$4.22M	Sell	226,017 -4,726	-2%	-$89.1K	0.19%	119
2026 Q1	$4.24M	Sell	230,743 -11,978	-5%	-$229K	0.2%	116
2025 Q4	$4.73M	Sell	242,721 -12,233	-5%	-$234K	0.22%	109
2025 Q3	$4.95M	Sell	254,954 -19,761	-7%	-$382K	0.27%	101
2025 Q2	$5.17M	Sell	274,715 -3,249	-1%	-$60.5K	0.3%	87
2025 Q1	$5.29M	Buy	277,964 +12,380	+5%	+$243K	0.31%	85
2024 Q4	$5.18M	Buy	265,584 +9,129	+4%	+$186K	0.32%	83
2024 Q3	$5.33M	Buy	256,455 +9,846	+4%	+$198K	0.34%	77
2024 Q2	$4.85M	Buy	246,609 +16,400	+7%	+$322K	0.3%	79
2024 Q1	$4.64M	Buy	230,209 +22,513	+11%	+$449K	0.35%	76
2023 Q4	$4.03M	Buy	207,696 +12,135	+6%	+$226K	0.34%	73
2023 Q3	$3.68M	Buy	195,561 +11,375	+6%	+$217K	0.31%	71
2023 Q2	$3.57M	Buy	184,186 +10,874	+6%	+$211K	0.37%	67
2023 Q1	$3.44M	Buy	173,312 +8,596	+5%	+$177K	0.37%	66
2022 Q4	$3.19M	Buy	164,716 +13,551	+9%	+$270K	0.41%	61
2022 Q3	$3.1M	Buy	151,165 +4,490	+3%	+$97.1K	0.45%	59
2022 Q2	$3.11M	Sell	146,675 -8,722	-6%	-$189K	0.41%	61
2022 Q1	$3.65M	Buy	155,397 +29,857	+24%	+$715K	0.42%	58
2021 Q4	$3.23M	Buy	125,540 +31,929	+34%	+$818K	0.38%	59
2021 Q3	$2.41M	Buy	93,611 +61,091	+188%	+$1.59M	0.31%	60
2021 Q2	$851K	Buy	32,520 +21,347	+191%	+$550K	0.12%	88
2021 Q1	$285K	Buy	+11,173	New	+$283K	0.05%	113

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Sound Income Strategies's PFFD Position: Q2 2026 in Review

Sound Income Strategies reduced its Global X US Preferred ETF (PFFD) stake by 2% in Q2 2026, selling an estimated $89.1K and leaving 226,017 shares worth $4.22M. The position accounts for 0.19% of the portfolio, ranked #119.

Sound Income Strategies first reported a position in PFFD in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.33M in Q3 2024. 216 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Sound Income Strategies held 226,017 shares of Global X US Preferred ETF worth $4.22M as of Q2 2026.
Sound Income Strategies sold 4,726 Global X US Preferred ETF shares in Q2 2026, an estimated $89.1K.
Global X US Preferred ETF made up 0.19% of Sound Income Strategies's portfolio in Q2 2026, its #119 holding.
Sound Income Strategies first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 22 quarters since.
Sound Income Strategies's Global X US Preferred ETF position peaked at $5.33M in Q3 2024.
216 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.