Steward Partners Investment Advisory’s Global X US Preferred ETF PFFD Stock Holding History

Steward Partners Investment Advisory’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	$13.4M	Buy	718,622 +33,165	+5%	+$625K	0.07%	282
2026 Q1	$12.6M	Buy	685,457 +17,381	+3%	+$332K	0.06%	282
2025 Q4	$12.6M	Buy	668,076 +7,627	+1%	+$146K	0.07%	252
2025 Q3	$12.8M	Buy	660,449 +24,778	+4%	+$479K	0.07%	231
2025 Q2	$12M	Buy	635,671 +32,581	+5%	+$607K	0.09%	219
2025 Q1	$11.5M	Buy	603,090 +44,865	+8%	+$881K	0.1%	199
2024 Q4	$10.9M	Buy	558,225 +7,767	+1%	+$158K	0.1%	206
2024 Q3	$11.4M	Buy	550,458 +15,360	+3%	+$309K	0.11%	191
2024 Q2	$10.5M	Buy	535,098 +84,795	+19%	+$1.66M	0.11%	181
2024 Q1	$9.08M	Buy	450,303 +32,817	+8%	+$655K	0.1%	213
2023 Q4	$8.1M	Buy	417,486 +186,258	+81%	+$3.47M	0.11%	200
2023 Q3	$4.35M	Buy	231,228 +8,898	+4%	+$170K	0.07%	284
2023 Q2	$4.31M	Buy	222,330 +17,879	+9%	+$347K	0.06%	295
2023 Q1	$4.06M	Buy	+204,451	New	+$4.2M	0.07%	298
2022 Q3	–	Sell	-300	Closed	-$6K	–	3340
2022 Q2	$6K	Buy	300 +150	+100%	+$3.25K	﹤0.01%	2704
2022 Q1	$4K	Sell	150 -14,389	-99%	-$344K	﹤0.01%	2972
2021 Q4	$375K	Sell	14,539 -1,432	-9%	-$36.7K	0.01%	1052
2021 Q3	$411K	Sell	15,971 -2	-0%	-$52	0.01%	979
2021 Q2	$418K	Buy	15,973 +8,323	+109%	+$214K	0.01%	1005
2021 Q1	$195K	Buy	7,650 +400	+6%	+$10.1K	﹤0.01%	1317
2020 Q4	$187K	Buy	7,250 +3,100	+75%	+$78.5K	﹤0.01%	1100
2020 Q3	$103K	Buy	+4,150	New	+$102K	﹤0.01%	1212

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

Steward Partners Investment Advisory's PFFD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Global X US Preferred ETF (PFFD) stake by 4.8% in Q2 2026, buying an estimated $625K and bringing the position to 718,622 shares worth $13.4M. The position accounts for 0.07% of the portfolio, ranked #282.

Steward Partners Investment Advisory first reported a position in PFFD in Q3 2020 and has held it in 22 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Steward Partners Investment Advisory held 718,622 shares of Global X US Preferred ETF worth $13.4M as of Q2 2026.
Steward Partners Investment Advisory bought 33,165 Global X US Preferred ETF shares in Q2 2026, an estimated $625K.
Global X US Preferred ETF made up 0.07% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #282 holding.
Steward Partners Investment Advisory first reported a position in Global X US Preferred ETF in Q3 2020 and has held it in 22 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.