Stifel Financial’s Global X US Preferred ETF PFFD Stock Holding History

Stifel Financial’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	$248K	Sell	13,257 -1,678	-11%	-$31.6K	﹤0.01%	3388
2026 Q1	$275K	Sell	14,935 -4,656	-24%	-$89K	﹤0.01%	3239
2025 Q4	$370K	Sell	19,591 -1,321	-6%	-$25.3K	﹤0.01%	3032
2025 Q3	$406K	Buy	20,912 +2,848	+16%	+$55K	﹤0.01%	2929
2025 Q2	$340K	Sell	18,064 -2,564	-12%	-$47.8K	﹤0.01%	2977
2025 Q1	$393K	Sell	20,628 -6,748	-25%	-$132K	﹤0.01%	2839
2024 Q4	$534K	Buy	27,376 +6,091	+29%	+$124K	﹤0.01%	2632
2024 Q3	$442K	Buy	21,285 +3,437	+19%	+$69.2K	﹤0.01%	2748
2024 Q2	$351K	Buy	17,848 +4,850	+37%	+$95.2K	﹤0.01%	2829
2024 Q1	$262K	Sell	12,998 -38,729	-75%	-$772K	﹤0.01%	2980
2023 Q4	$1M	Buy	51,727 +4,822	+10%	+$89.7K	﹤0.01%	2147
2023 Q3	$882K	Buy	+46,905	New	+$897K	﹤0.01%	2124
2023 Q2	–	Sell	-12,126	Closed	-$241K	–	3388
2023 Q1	$241K	Sell	12,126 -448	-4%	-$9.21K	﹤0.01%	2951
2022 Q4	$244K	Sell	12,574 -62,078	-83%	-$1.24M	﹤0.01%	2876
2022 Q3	$1.53M	Buy	74,652 +55,461	+289%	+$1.2M	﹤0.01%	1649
2022 Q2	$407K	Buy	19,191 +5,810	+43%	+$126K	﹤0.01%	2586
2022 Q1	$315K	Buy	13,381 +4,312	+48%	+$103K	﹤0.01%	2852
2021 Q4	$234K	Buy	+9,069	New	+$232K	﹤0.01%	3063

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

Stifel Financial's PFFD Position: Q2 2026 in Review

Stifel Financial reduced its Global X US Preferred ETF (PFFD) stake by 11% in Q2 2026, selling an estimated $31.6K and leaving 13,257 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

Stifel Financial first reported a position in PFFD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.53M in Q3 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Stifel Financial held 13,257 shares of Global X US Preferred ETF worth $248K as of Q2 2026.
Stifel Financial sold 1,678 Global X US Preferred ETF shares in Q2 2026, an estimated $31.6K.
Global X US Preferred ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3388 holding.
Stifel Financial first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 18 quarters since.
Stifel Financial's Global X US Preferred ETF position peaked at $1.53M in Q3 2022.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.