Strategic Advocates’s Global X US Preferred ETF PFFD Stock Holding History

Strategic Advocates’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 Q1	–	Sell	-22	Closed	-$417	–	506
2025 Q4	$417	Hold	22	–	–	﹤0.01%	557
2025 Q3	$427	Buy	+22	New	+$425	﹤0.01%	535
2024 Q1	–	Sell	-16,276	Closed	-$316K	–	160
2023 Q4	$316K	Sell	16,276 -25,958	-61%	-$483K	0.13%	106
2023 Q3	$794K	Buy	+42,234	New	+$807K	0.37%	54

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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Strategic Advocates's PFFD Position: Q1 2026 in Review

Strategic Advocates sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 22 shares — an estimated $417 sold.

Strategic Advocates first reported a position in PFFD in Q3 2023 and held it in 4 quarters. The position peaked at $794K in Q3 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Strategic Advocates reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 22 Global X US Preferred ETF shares in Q1 2026, an estimated $417.
Strategic Advocates first reported a position in Global X US Preferred ETF in Q3 2023 and held it in 4 quarters.
Strategic Advocates's Global X US Preferred ETF position peaked at $794K in Q3 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.