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

Strategic Wealth Partners’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	$1.94K	Hold	104	–	–	﹤0.01%	1206
2026 Q1	$1.91K	Buy	104 +1	+1%	+$19	﹤0.01%	1172
2025 Q4	$1.96K	Buy	103 +100	+3,333%	+$1.91K	﹤0.01%	1201
2025 Q3	$66	Hold	3	–	–	﹤0.01%	1287
2025 Q2	$63	Buy	+3	New	+$56	﹤0.01%	1115

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

Strategic Wealth Partners's PFFD Position: Q2 2026 in Review

Strategic Wealth Partners held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 104 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Strategic Wealth Partners first reported a position in PFFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.96K in Q4 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Strategic Wealth Partners held 104 shares of Global X US Preferred ETF worth $1.94K as of Q2 2026.
Strategic Wealth Partners left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1206 holding.
Strategic Wealth Partners first reported a position in Global X US Preferred ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's Global X US Preferred ETF position peaked at $1.96K in Q4 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.