TD Private Client Wealth’s Global X US Preferred ETF PFFD Stock Holding History

TD Private Client Wealth’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	$1.09M	Sell	58,396 -3,469	-6%	-$65.4K	0.02%	354
2026 Q1	$1.14M	Buy	61,865 +61,814	+121,204%	+$1.18M	0.02%	342
2025 Q4	$964	Buy	+51	New	+$975	﹤0.01%	1367

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

TD Private Client Wealth's PFFD Position: Q2 2026 in Review

TD Private Client Wealth reduced its Global X US Preferred ETF (PFFD) stake by 5.6% in Q2 2026, selling an estimated $65.4K and leaving 58,396 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #354.

TD Private Client Wealth first reported a position in PFFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q1 2026. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

TD Private Client Wealth held 58,396 shares of Global X US Preferred ETF worth $1.09M as of Q2 2026.
TD Private Client Wealth sold 3,469 Global X US Preferred ETF shares in Q2 2026, an estimated $65.4K.
Global X US Preferred ETF made up 0.02% of TD Private Client Wealth's portfolio in Q2 2026, its #354 holding.
TD Private Client Wealth first reported a position in Global X US Preferred ETF in Q4 2025 and has held it in 3 quarters since.
TD Private Client Wealth's Global X US Preferred ETF position peaked at $1.14M in Q1 2026.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.