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 Q3	$127	Hold	7	–	–	﹤0.01%	332
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

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Valley Wealth Managers's PFFD Position: Q3 2026 in Review

Valley Wealth Managers held its Global X US Preferred ETF (PFFD) position steady in Q3 2026 at 7 shares worth $127. 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 12 quarters since. The position peaked at $132 in Q2 2026. 26 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Valley Wealth Managers held 7 shares of Global X US Preferred ETF worth $127 as of Q3 2026.
Valley Wealth Managers left its Global X US Preferred ETF share count unchanged in Q3 2026.
Global X US Preferred ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 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 12 quarters since.
Valley Wealth Managers's Global X US Preferred ETF position peaked at $132 in Q2 2026.
26 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.