TrueWealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

TrueWealth Advisors’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	$504K	Sell	26,948 -297	-1%	-$5.6K	0.11%	143
2026 Q1	$501K	Sell	27,245 -2,502	-8%	-$47.9K	0.13%	138
2025 Q4	$563K	Sell	29,747 -3,406	-10%	-$65.1K	0.15%	121
2025 Q3	$644K	Buy	33,153 +212	+0.6%	+$4.09K	0.17%	113
2025 Q2	$620K	Sell	32,941 -10,421	-24%	-$194K	0.18%	98
2025 Q1	$826K	Sell	43,362 -643	-1%	-$12.6K	0.27%	72
2024 Q4	$859K	Sell	44,005 -3,583	-8%	-$73K	0.29%	73
2024 Q3	$989K	Buy	47,588 +34	+0.1%	+$684	0.33%	65
2024 Q2	$936K	Sell	47,554 -1,862	-4%	-$36.5K	0.35%	58
2024 Q1	$996K	Sell	49,416 -16,836	-25%	-$336K	0.38%	54
2023 Q4	$1.29M	Sell	66,252 -6,217	-9%	-$116K	0.5%	40
2023 Q3	$1.36M	Buy	72,469 +4,055	+6%	+$77.5K	0.58%	35
2023 Q2	$1.33M	Buy	68,414 +2,492	+4%	+$48.3K	0.54%	38
2023 Q1	$1.31M	Buy	65,922 +11,582	+21%	+$238K	0.55%	41
2022 Q4	$1.05M	Buy	54,340 +12,933	+31%	+$258K	0.46%	45
2022 Q3	$849K	Buy	+41,407	New	+$895K	0.4%	51

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

TrueWealth Advisors's PFFD Position: Q2 2026 in Review

TrueWealth Advisors reduced its Global X US Preferred ETF (PFFD) stake by 1.1% in Q2 2026, selling an estimated $5.6K and leaving 26,948 shares worth $504K. The position accounts for 0.11% of the portfolio, ranked #143.

TrueWealth Advisors first reported a position in PFFD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.36M in Q3 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

TrueWealth Advisors held 26,948 shares of Global X US Preferred ETF worth $504K as of Q2 2026.
TrueWealth Advisors sold 297 Global X US Preferred ETF shares in Q2 2026, an estimated $5.6K.
Global X US Preferred ETF made up 0.11% of TrueWealth Advisors's portfolio in Q2 2026, its #143 holding.
TrueWealth Advisors first reported a position in Global X US Preferred ETF in Q3 2022 and has held it in 16 quarters since.
TrueWealth Advisors's Global X US Preferred ETF position peaked at $1.36M in Q3 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.