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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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Summit Financial's PFFD Position: Q1 2026 in Review

Summit Financial increased its Global X US Preferred ETF (PFFD) stake by 2.9% in Q1 2026, buying an estimated $70.6K and bringing the position to 131,995 shares worth $2.43M. The position accounts for 0.03% of the portfolio, ranked #523.

Summit Financial first reported a position in PFFD in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.57M in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • Summit Financial held 131,995 shares of Global X US Preferred ETF worth $2.43M as of Q1 2026.
  • Summit Financial bought 3,693 Global X US Preferred ETF shares in Q1 2026, an estimated $70.6K.
  • Global X US Preferred ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #523 holding.
  • Summit Financial first reported a position in Global X US Preferred ETF in Q3 2025 and has held it in 3 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 Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.