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

Tiller Private 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 		$19.5M Buy
1,042,759
+52,347
+5% +$987K 6.1% 6
2026
Q1 		$18.2M Buy
990,412
+28,865
+3% +$552K 6.48% 6
2025
Q4 		$18.2M Buy
961,547
+1,921
+0.2% +$36.7K 6.47% 6
2025
Q3 		$18.6M Buy
959,626
+12,047
+1% +$233K 6.63% 5
2025
Q2 		$17.8M Sell
947,579
-20,106
-2% -$375K 6.78% 5
2025
Q1 		$18.4M Buy
967,685
+35,033
+4% +$688K 7.68% 5
2024
Q4 		$18.2M Buy
932,652
+37,550
+4% +$765K 7.71% 5
2024
Q3 		$18.6M Buy
895,102
+24,170
+3% +$486K 7.71% 5
2024
Q2 		$17.1M Buy
870,932
+29,002
+3% +$569K 7.52% 5
2024
Q1 		$17M Buy
841,930
+35,978
+4% +$718K 7.58% 6
2023
Q4 		$15.6M Sell
805,952
-29,550
-4% -$550K 7.83% 4
2023
Q3 		$15.7M Buy
835,502
+25,743
+3% +$492K 8.55% 4
2023
Q2 		$15.7M Buy
809,759
+161,172
+25% +$3.12M 8.55% 3
2023
Q1 		$12.9M Buy
648,587
+96,080
+17% +$1.98M 7.22% 5
2022
Q4 		$10.7M Buy
552,507
+266,708
+93% +$5.32M 6.32% 7
2022
Q3 		$5.86M Buy
285,799
+4,579
+2% +$99K 3.77% 12
2022
Q2 		$5.96M Sell
281,220
-427,929
-60% -$9.28M 3.66% 12
2022
Q1 		$16.7M Buy
709,149
+15,949
+2% +$382K 9.61% 4
2021
Q4 		$17.9M Buy
693,200
+22,237
+3% +$570K 11.27% 2
2021
Q3 		$17.3M Buy
670,963
+29,023
+5% +$755K 13.03% 1
2021
Q2 		$16.8M Buy
641,940
+38,634
+6% +$995K 17.91% 2
2021
Q1 		$15.4M Buy
603,306
+53,170
+10% +$1.35M 19.23% 2
2020
Q4 		$14.2M Buy
+550,136
New +$13.9M 19.18% 2

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tiller Private Wealth's PFFD Position: Q2 2026 in Review

Tiller Private Wealth increased its Global X US Preferred ETF (PFFD) stake by 5.3% in Q2 2026, buying an estimated $987K and bringing the position to 1,042,759 shares worth $19.5M. The position accounts for 6.1% of the portfolio, ranked #6.

Tiller Private Wealth first reported a position in PFFD in Q4 2020 and has held it in 23 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Tiller Private Wealth held 1,042,759 shares of Global X US Preferred ETF worth $19.5M as of Q2 2026.
  • Tiller Private Wealth bought 52,347 Global X US Preferred ETF shares in Q2 2026, an estimated $987K.
  • Global X US Preferred ETF made up 6.1% of Tiller Private Wealth's portfolio in Q2 2026, its #6 holding.
  • Tiller Private Wealth first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 23 quarters since.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.