Team Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

Team Financial 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	–	Sell	-4,340	Closed	-$79.9K	–	193
2026 Q1	$79.9K	Buy	4,340 +63	+1%	+$1.21K	0.04%	91
2025 Q4	$80.9K	Buy	4,277 +62	+1%	+$1.19K	0.04%	81
2025 Q3	$81.9K	Buy	4,215 +61	+1%	+$1.18K	0.04%	75
2025 Q2	$78.2K	Buy	+4,154	New	+$77.4K	0.04%	70
2024 Q1	–	Sell	-3,871	Closed	-$75.1K	–	158
2023 Q4	$75.1K	Sell	3,871 -7,936	-67%	-$148K	0.05%	50
2023 Q3	$222K	Buy	+11,807	New	+$226K	0.18%	29

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

CFO

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Team Financial Group's PFFD Position: Q2 2026 in Review

Team Financial Group sold out of Global X US Preferred ETF (PFFD) in Q2 2026, closing a stake of 4,340 shares — an estimated $79.9K sold.

Team Financial Group first reported a position in PFFD in Q3 2023 and held it in 6 quarters. The position peaked at $222K in Q3 2023. 30 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Team Financial Group reported no remaining Global X US Preferred ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 4,340 Global X US Preferred ETF shares in Q2 2026, an estimated $79.9K.
Team Financial Group first reported a position in Global X US Preferred ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's Global X US Preferred ETF position peaked at $222K in Q3 2023.
30 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.