Syntegra Private Wealth Group’s Global X US Preferred ETF PFFD Stock Holding History

Syntegra Private Wealth Group’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	$822K	Sell	43,965 -1,597	-4%	-$30.1K	0.06%	80
2026 Q1	$838K	Buy	45,562 +1,911	+4%	+$36.5K	0.08%	68
2025 Q4	$825K	Sell	43,651 -1,403	-3%	-$26.8K	0.08%	71
2025 Q3	$875K	Buy	45,054 +2,948	+7%	+$56.9K	0.08%	69
2025 Q2	$793K	Buy	42,106 +21,854	+108%	+$407K	0.08%	68
2025 Q1	$386K	Sell	20,252 -854	-4%	-$16.8K	0.05%	108
2024 Q4	$412K	Buy	+21,106	New	+$430K	0.05%	95

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

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

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Syntegra Private Wealth Group's PFFD Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Global X US Preferred ETF (PFFD) stake by 3.5% in Q2 2026, selling an estimated $30.1K and leaving 43,965 shares worth $822K. The position accounts for 0.06% of the portfolio, ranked #80.

Syntegra Private Wealth Group first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $875K in Q3 2025. 124 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Syntegra Private Wealth Group held 43,965 shares of Global X US Preferred ETF worth $822K as of Q2 2026.
Syntegra Private Wealth Group sold 1,597 Global X US Preferred ETF shares in Q2 2026, an estimated $30.1K.
Global X US Preferred ETF made up 0.06% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #80 holding.
Syntegra Private Wealth Group first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Syntegra Private Wealth Group's Global X US Preferred ETF position peaked at $875K in Q3 2025.
124 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.