Texas Yale Capital Corp’s Global X US Preferred ETF PFFD Stock Holding History

Texas Yale Capital Corp’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	$6.29M	Sell	336,642 -14,736	-4%	-$278K	0.14%	87
2026 Q1	$6.47M	Buy	351,378 +10,788	+3%	+$206K	0.18%	80
2025 Q4	$6.44M	Buy	340,590 +34,041	+11%	+$651K	0.2%	76
2025 Q3	$5.96M	Buy	306,549 +43,320	+16%	+$837K	0.19%	81
2025 Q2	$4.96M	Sell	263,229 -12,030	-4%	-$224K	0.16%	86
2025 Q1	$5.24M	Buy	275,259 +22,109	+9%	+$434K	0.22%	80
2024 Q4	$4.94M	Sell	253,150 -69	-0%	-$1.41K	0.2%	84
2024 Q3	$5.26M	Buy	253,219 +9,596	+4%	+$193K	0.23%	75
2024 Q2	$4.79M	Buy	243,623 +3,303	+1%	+$64.8K	0.23%	81
2024 Q1	$4.84M	Buy	240,320 +14,955	+7%	+$298K	0.22%	78
2023 Q4	$4.37M	Buy	225,365 +173,855	+338%	+$3.24M	0.21%	77
2023 Q3	$969K	Sell	51,510 -118,330	-70%	-$2.26M	0.04%	232
2023 Q2	$3.29M	Sell	169,840 -36,131	-18%	-$700K	0.15%	101
2023 Q1	$4.09M	Buy	205,971 +967	+0.5%	+$19.9K	0.21%	81
2022 Q4	$3.97M	Buy	205,004 +115,311	+129%	+$2.3M	0.23%	84
2022 Q3	$1.84M	Sell	89,693 -6,175	-6%	-$134K	0.12%	153
2022 Q2	$2.03M	Sell	95,868 -82,931	-46%	-$1.8M	0.13%	149
2022 Q1	$4.2M	Sell	178,799 -22,009	-11%	-$527K	0.23%	85
2021 Q4	$5.17M	Buy	200,808 +8,044	+4%	+$206K	0.26%	76
2021 Q3	$4.97M	Buy	192,764 +7,652	+4%	+$199K	0.28%	76
2021 Q2	$4.84M	Buy	185,112 +7,916	+4%	+$204K	0.28%	74
2021 Q1	$4.52M	Sell	177,196 -3,476	-2%	-$88.1K	0.28%	70
2020 Q4	$4.66M	Buy	180,672 +13,446	+8%	+$340K	0.31%	66
2020 Q3	$4.14M	Buy	167,226 +21,553	+15%	+$528K	0.32%	67
2020 Q2	$3.42M	Buy	145,673 +21,144	+17%	+$492K	0.28%	78
2020 Q1	$2.73M	Buy	124,529 +37,273	+43%	+$898K	0.27%	87
2019 Q4	$2.18M	Buy	87,256 +14,510	+20%	+$362K	0.15%	134
2019 Q3	$1.82M	Buy	72,746 +22,375	+44%	+$556K	0.13%	148
2019 Q2	$1.24M	Buy	+50,371	New	+$1.22M	0.09%	209

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

Texas Yale Capital Corp's PFFD Position: Q2 2026 in Review

Texas Yale Capital Corp reduced its Global X US Preferred ETF (PFFD) stake by 4.2% in Q2 2026, selling an estimated $278K and leaving 336,642 shares worth $6.29M. The position accounts for 0.14% of the portfolio, ranked #87.

Texas Yale Capital Corp first reported a position in PFFD in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.47M in Q1 2026. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Texas Yale Capital Corp held 336,642 shares of Global X US Preferred ETF worth $6.29M as of Q2 2026.
Texas Yale Capital Corp sold 14,736 Global X US Preferred ETF shares in Q2 2026, an estimated $278K.
Global X US Preferred ETF made up 0.14% of Texas Yale Capital Corp's portfolio in Q2 2026, its #87 holding.
Texas Yale Capital Corp first reported a position in Global X US Preferred ETF in Q2 2019 and has held it in 29 quarters since.
Texas Yale Capital Corp's Global X US Preferred ETF position peaked at $6.47M in Q1 2026.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.