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

SWS 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	$5.21M	Sell	278,848 -35,703	-11%	-$673K	1.13%	27
2026 Q1	$5.79M	Buy	314,551 +13,473	+4%	+$258K	1.43%	14
2025 Q4	$5.72M	Buy	301,078 +7,401	+3%	+$142K	1.38%	16
2025 Q3	$5.71M	Buy	293,677 +28,263	+11%	+$546K	1.39%	17
2025 Q2	$5M	Buy	265,414 +16,204	+7%	+$302K	1.35%	16
2025 Q1	$4.74M	Buy	249,210 +24,174	+11%	+$475K	1.56%	13
2024 Q4	$4.41M	Buy	225,036 +44,903	+25%	+$915K	1.34%	15
2024 Q3	$3.74M	Sell	180,133 -10,822	-6%	-$218K	1.19%	18
2024 Q2	$3.76M	Buy	190,955 +3,832	+2%	+$75.2K	1.12%	27
2024 Q1	$3.77M	Sell	187,123 -4,404	-2%	-$87.8K	1.13%	28
2023 Q4	$3.72M	Buy	191,527 +70,780	+59%	+$1.32M	1.21%	20
2023 Q3	$2.27M	Buy	+120,747	New	+$2.31M	0.84%	51

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

SWS Partners's PFFD Position: Q2 2026 in Review

SWS Partners reduced its Global X US Preferred ETF (PFFD) stake by 11% in Q2 2026, selling an estimated $673K and leaving 278,848 shares worth $5.21M. The position accounts for 1.13% of the portfolio, ranked #27.

SWS Partners first reported a position in PFFD in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.79M in Q1 2026. 144 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

SWS Partners held 278,848 shares of Global X US Preferred ETF worth $5.21M as of Q2 2026.
SWS Partners sold 35,703 Global X US Preferred ETF shares in Q2 2026, an estimated $673K.
Global X US Preferred ETF made up 1.13% of SWS Partners's portfolio in Q2 2026, its #27 holding.
SWS Partners first reported a position in Global X US Preferred ETF in Q3 2023 and has held it in 12 quarters since.
SWS Partners's Global X US Preferred ETF position peaked at $5.79M in Q1 2026.
144 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.