Synergy Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

Synergy Investment Management’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	$4.2K	Buy	+229	New	+$4.32K	﹤0.01%	788

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

Synergy Investment Management's PFFD Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Global X US Preferred ETF (PFFD) in Q2 2026: 229 shares worth $4.2K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings.

281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Synergy Investment Management held 229 shares of Global X US Preferred ETF worth $4.2K as of Q2 2026.
Global X US Preferred ETF was a new Synergy Investment Management position in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #788 holding.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.