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

Trajan 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	$2.15M	Buy	115,289 +1,767	+2%	+$33.3K	0.08%	104
2026 Q1	$2.09M	Buy	113,522 +7,693	+7%	+$147K	0.08%	105
2025 Q4	$2M	Sell	105,829 -1,807	-2%	-$34.6K	0.08%	103
2025 Q3	$2.09M	Sell	107,636 -9,676	-8%	-$187K	0.09%	105
2025 Q2	$2.21M	Sell	117,312 -6,901	-6%	-$129K	0.11%	102
2025 Q1	$2.37M	Buy	+124,213	New	+$2.44M	0.13%	104

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

Trajan Wealth's PFFD Position: Q2 2026 in Review

Trajan Wealth increased its Global X US Preferred ETF (PFFD) stake by 1.6% in Q2 2026, buying an estimated $33.3K and bringing the position to 115,289 shares worth $2.15M. The position accounts for 0.08% of the portfolio, ranked #104.

Trajan Wealth first reported a position in PFFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.37M in Q1 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Trajan Wealth held 115,289 shares of Global X US Preferred ETF worth $2.15M as of Q2 2026.
Trajan Wealth bought 1,767 Global X US Preferred ETF shares in Q2 2026, an estimated $33.3K.
Global X US Preferred ETF made up 0.08% of Trajan Wealth's portfolio in Q2 2026, its #104 holding.
Trajan Wealth first reported a position in Global X US Preferred ETF in Q1 2025 and has held it in 6 quarters since.
Trajan Wealth's Global X US Preferred ETF position peaked at $2.37M in Q1 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.