Valley Wealth Managers’s Global X US Preferred ETF PFFD Stock Holding History

Valley Wealth Managers’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	$132	Hold	7	–	–	﹤0.01%	332
2026 Q1	$128	Hold	7	–	–	﹤0.01%	307
2025 Q4	$130	Hold	7	–	–	﹤0.01%	343
2025 Q3	$131	Hold	7	–	–	﹤0.01%	290
2025 Q2	$125	Hold	7	–	–	﹤0.01%	286
2025 Q1	$125	Buy	7 +1	+17%	+$20	﹤0.01%	353
2024 Q4	$126	Hold	6	–	–	﹤0.01%	385
2024 Q3	$132	Hold	6	–	–	﹤0.01%	384
2024 Q2	$123	Hold	6	–	–	﹤0.01%	359
2024 Q1	$124	Hold	6	–	–	﹤0.01%	305
2023 Q4	$117	Buy	+6	New	+$112	﹤0.01%	323

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

Valley Wealth Managers's PFFD Position: Q2 2026 in Review

Valley Wealth Managers held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 7 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Valley Wealth Managers first reported a position in PFFD in Q4 2023 and has held it in 11 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Valley Wealth Managers held 7 shares of Global X US Preferred ETF worth $132 as of Q2 2026.
Valley Wealth Managers left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #332 holding.
Valley Wealth Managers first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 11 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.