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

Summit 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 		$2.44M Sell
130,478
-1,517
-1% -$28.6K 0.03% 583
2026
Q1 		$2.43M Buy
131,995
+3,693
+3% +$70.6K 0.03% 523
2025
Q4 		$2.44M Sell
128,302
-3,743
-3% -$71.6K 0.04% 442
2025
Q3 		$2.57M Buy
+132,045
New +$2.55M 0.04% 419

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Financial's PFFD Position: Q2 2026 in Review

Summit Financial reduced its Global X US Preferred ETF (PFFD) stake by 1.1% in Q2 2026, selling an estimated $28.6K and leaving 130,478 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #583.

Summit Financial first reported a position in PFFD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.57M in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Summit Financial held 130,478 shares of Global X US Preferred ETF worth $2.44M as of Q2 2026.
  • Summit Financial sold 1,517 Global X US Preferred ETF shares in Q2 2026, an estimated $28.6K.
  • Global X US Preferred ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #583 holding.
  • Summit Financial first reported a position in Global X US Preferred ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Global X US Preferred ETF position peaked at $2.57M in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

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