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

Unison 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	$1.42M	Buy	75,808 +6,164	+9%	+$116K	0.1%	85
2026 Q1	$1.28M	Buy	69,644 +2,199	+3%	+$42.1K	0.1%	85
2025 Q4	$1.28M	Buy	67,445 +2,183	+3%	+$41.7K	0.11%	81
2025 Q3	$1.27M	Sell	65,262 -770	-1%	-$14.9K	0.12%	83
2025 Q2	$1.24M	Buy	66,032 +3,649	+6%	+$68K	0.14%	78
2025 Q1	$1.19M	Buy	62,383 +1,410	+2%	+$27.7K	0.15%	77
2024 Q4	$1.19M	Buy	60,973 +1,354	+2%	+$27.6K	0.14%	77
2024 Q3	$1.24M	Buy	59,619 +1,904	+3%	+$38.3K	0.15%	78
2024 Q2	$1.14M	Buy	57,715 +3,994	+7%	+$78.4K	0.14%	81
2024 Q1	$1.08M	Buy	53,721 +2,974	+6%	+$59.3K	0.11%	86
2023 Q4	$984K	Buy	50,747 +1,873	+4%	+$34.9K	0.1%	86
2023 Q3	$919K	Buy	48,874 +715	+1%	+$13.7K	0.11%	81
2023 Q2	$934K	Buy	48,159 +3,728	+8%	+$72.3K	0.1%	82
2023 Q1	$882K	Buy	44,431 +13	+0%	+$267	0.1%	87
2022 Q4	$860K	Buy	44,418 +2,581	+6%	+$51.5K	0.11%	86
2022 Q3	$858K	Buy	41,837 +688	+2%	+$14.9K	0.16%	81
2022 Q2	$873K	Buy	41,149 +6,423	+18%	+$139K	0.23%	74
2022 Q1	$816K	Buy	34,726 +9,944	+40%	+$238K	0.2%	82
2021 Q4	$638K	Buy	24,782 +4,693	+23%	+$120K	0.15%	88
2021 Q3	$517K	Buy	20,089 +1,759	+10%	+$45.7K	0.13%	93
2021 Q2	$480K	Buy	18,330 +4,741	+35%	+$122K	0.09%	104
2021 Q1	$347K	Buy	13,589 +1,793	+15%	+$45.5K	0.07%	149
2020 Q4	$304K	Buy	+11,796	New	+$299K	0.07%	139

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

Unison Advisors's PFFD Position: Q2 2026 in Review

Unison Advisors increased its Global X US Preferred ETF (PFFD) stake by 8.9% in Q2 2026, buying an estimated $116K and bringing the position to 75,808 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #85.

Unison Advisors first reported a position in PFFD in Q4 2020 and has held it in 23 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Unison Advisors held 75,808 shares of Global X US Preferred ETF worth $1.42M as of Q2 2026.
Unison Advisors bought 6,164 Global X US Preferred ETF shares in Q2 2026, an estimated $116K.
Global X US Preferred ETF made up 0.1% of Unison Advisors's portfolio in Q2 2026, its #85 holding.
Unison Advisors first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 23 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.