Triumph Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Triumph Capital Management’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	$949K	Buy	50,783 +3,815	+8%	+$71.9K	0.17%	130
2026 Q1	$864K	Buy	46,968 +1,618	+4%	+$30.9K	0.18%	126
2025 Q4	$858K	Sell	45,350 -1,552	-3%	-$29.7K	0.19%	113
2025 Q3	$911K	Buy	46,902 +3,266	+7%	+$63.1K	0.24%	93
2025 Q2	$822K	Buy	43,636 +1,637	+4%	+$30.5K	0.25%	97
2025 Q1	$800K	Buy	41,999 +2,192	+6%	+$43K	0.27%	102
2024 Q4	$777K	Sell	39,807 -2,180	-5%	-$44.4K	0.27%	93
2024 Q3	$872K	Sell	41,987 -39,579	-49%	-$797K	0.31%	76
2024 Q2	$1.61M	Buy	81,566 +38,074	+88%	+$747K	0.63%	34
2024 Q1	$879K	Buy	43,492 +29,134	+203%	+$581K	0.36%	66
2023 Q4	$280K	Sell	14,358 -5,199	-27%	-$96.8K	0.12%	157
2023 Q3	$368K	Buy	19,557 +459	+2%	+$8.77K	0.17%	130
2023 Q2	$370K	Buy	19,098 +645	+3%	+$12.5K	0.17%	126
2023 Q1	$366K	Sell	18,453 -13,018	-41%	-$268K	0.19%	112
2022 Q4	$610K	Buy	31,471 +906	+3%	+$18.1K	0.33%	68
2022 Q3	$627K	Sell	30,565 -1,720	-5%	-$37.2K	0.34%	66
2022 Q2	$685K	Buy	+32,285	New	+$700K	0.36%	60

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

Triumph Capital Management's PFFD Position: Q2 2026 in Review

Triumph Capital Management increased its Global X US Preferred ETF (PFFD) stake by 8.1% in Q2 2026, buying an estimated $71.9K and bringing the position to 50,783 shares worth $949K. The position accounts for 0.17% of the portfolio, ranked #130.

Triumph Capital Management first reported a position in PFFD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.61M in Q2 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Triumph Capital Management held 50,783 shares of Global X US Preferred ETF worth $949K as of Q2 2026.
Triumph Capital Management bought 3,815 Global X US Preferred ETF shares in Q2 2026, an estimated $71.9K.
Global X US Preferred ETF made up 0.17% of Triumph Capital Management's portfolio in Q2 2026, its #130 holding.
Triumph Capital Management first reported a position in Global X US Preferred ETF in Q2 2022 and has held it in 17 quarters since.
Triumph Capital Management's Global X US Preferred ETF position peaked at $1.61M in Q2 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.