TPBG
PFFD icon

Turning Point Benefit Group’s Global X US Preferred ETF PFFD Stock Holding History

Turning Point Benefit Group’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 		– Sell
-122
Closed -$2.31K – 594
2025
Q4 		$2.31K Hold
122
– – ﹤0.01% 427
2025
Q3 		$2.38K Buy
+122
New +$2.36K ﹤0.01% 284

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 22.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Turning Point Benefit Group's PFFD Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 122 shares — an estimated $2.31K sold.

Turning Point Benefit Group first reported a position in PFFD in Q3 2025 and held it in 2 quarters. The position peaked at $2.38K in Q3 2025. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 122 Global X US Preferred ETF shares in Q1 2026, an estimated $2.31K.
  • Turning Point Benefit Group first reported a position in Global X US Preferred ETF in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Global X US Preferred ETF position peaked at $2.38K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.