Tidemark’s Global X US Preferred ETF PFFD Stock Holding History

Tidemark’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	$120K	Sell	6,425 -14	-0.2%	-$264	0.03%	207
2026 Q1	$118K	Hold	6,439	–	–	0.03%	177
2025 Q4	$122K	Sell	6,439 -460	-7%	-$8.8K	0.03%	164
2025 Q3	$134K	Sell	6,899 -568	-8%	-$11K	0.04%	164
2025 Q2	$141K	Sell	7,467 -191	-2%	-$3.56K	0.05%	151
2025 Q1	$146K	Sell	7,658 -967	-11%	-$19K	0.05%	140
2024 Q4	$168K	Hold	8,625	–	–	0.06%	126
2024 Q3	$179K	Hold	8,625	–	–	0.07%	116
2024 Q2	$170K	Buy	8,625 +6,588	+323%	+$129K	0.08%	116
2024 Q1	$41.1K	Buy	2,037 +1,989	+4,144%	+$39.7K	0.02%	259
2023 Q4	$932	Buy	+48	New	+$893	﹤0.01%	645

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

Tidemark's PFFD Position: Q2 2026 in Review

Tidemark reduced its Global X US Preferred ETF (PFFD) stake by 0.22% in Q2 2026, selling an estimated $264 and leaving 6,425 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #207.

Tidemark first reported a position in PFFD in Q4 2023 and has held it in 11 quarters since. The position peaked at $179K in Q3 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Tidemark held 6,425 shares of Global X US Preferred ETF worth $120K as of Q2 2026.
Tidemark sold 14 Global X US Preferred ETF shares in Q2 2026, an estimated $264.
Global X US Preferred ETF made up 0.03% of Tidemark's portfolio in Q2 2026, its #207 holding.
Tidemark first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's Global X US Preferred ETF position peaked at $179K in Q3 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.