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Trinity Legacy Partners’s Global X US Preferred ETF PFFD Stock Holding History

Trinity Legacy Partners’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
Q1 		$581K Sell
30,669
-1,493
-5% -$28.6K 0.13% 78
2025
Q4 		$608K Sell
32,162
-416,484
-93% -$7.96M 0.14% 76
2025
Q3 		$8.61M Buy
448,646
+3,777
+0.8% +$73K 1.98% 15
2025
Q2 		$8.45M Sell
444,869
-1,677
-0.4% -$31.3K 2.05% 15
2025
Q1 		$8.41M Buy
446,546
+90,243
+25% +$1.77M 2.13% 15
2024
Q4 		$6.95M Sell
356,303
-37,909
-10% -$772K 1.79% 16
2024
Q3 		$8.22M Buy
394,212
+30,575
+8% +$615K 2.11% 11
2024
Q2 		$7.16M Buy
363,637
+7,849
+2% +$154K 2.04% 13
2024
Q1 		$7.17M Buy
355,788
+95,376
+37% +$1.9M 2.1% 13
2023
Q4 		$5.05M Sell
260,412
-161,290
-38% -$3M 1.59% 21
2023
Q3 		$7.93M Buy
421,702
+38,499
+10% +$736K 2.74% 8
2023
Q2 		$7.43M Buy
383,203
+26,053
+7% +$505K 2.6% 10
2023
Q1 		$7.09M Buy
357,150
+4,937
+1% +$102K 2.66% 9
2022
Q4 		$6.82M Sell
352,213
-58,215
-14% -$1.16M 2.72% 7
2022
Q3 		$8.42M Sell
410,428
-93,772
-19% -$2.03M 3.6% 4
2022
Q2 		$10.8M Sell
504,200
-16,516
-3% -$358K 4.22% 3
2022
Q1 		$12.2M Buy
520,716
+47,446
+10% +$1.14M 4.13% 3
2021
Q4 		$12.2M Buy
473,270
+11,008
+2% +$282K 4.13% 3
2021
Q3 		$11.9M Buy
462,262
+26,568
+6% +$691K 4.28% 3
2021
Q2 		$11.3M Buy
435,694
+74,484
+21% +$1.92M 4.17% 3
2021
Q1 		$9.34M Buy
361,210
+144,128
+66% +$3.65M 3.72% 4
2020
Q4 		$5.6M Buy
217,082
+15,275
+8% +$387K 2.54% 7
2020
Q3 		$5.07M Buy
201,807
+9,868
+5% +$242K 2.45% 10
2020
Q2 		$4.53M Buy
191,939
+11,713
+6% +$273K 2.33% 10
2020
Q1 		$3.77M Buy
180,226
+41,420
+30% +$998K 2.66% 8
2019
Q4 		$3.51M Buy
+138,806
New +$3.46M 1.64% 15

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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Trinity Legacy Partners's PFFD Position: Q1 2026 in Review

Trinity Legacy Partners reduced its Global X US Preferred ETF (PFFD) stake by 4.6% in Q1 2026, selling an estimated $28.6K and leaving 30,669 shares worth $581K. The position accounts for 0.13% of the portfolio, ranked #78.

Trinity Legacy Partners first reported a position in PFFD in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.2M in Q1 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • Trinity Legacy Partners held 30,669 shares of Global X US Preferred ETF worth $581K as of Q1 2026.
  • Trinity Legacy Partners sold 1,493 Global X US Preferred ETF shares in Q1 2026, an estimated $28.6K.
  • Global X US Preferred ETF made up 0.13% of Trinity Legacy Partners's portfolio in Q1 2026, its #78 holding.
  • Trinity Legacy Partners first reported a position in Global X US Preferred ETF in Q4 2019 and has held it in 26 quarters since.
  • Trinity Legacy Partners's Global X US Preferred ETF position peaked at $12.2M in Q1 2022.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.