Vermillion Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Vermillion Wealth Management’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	$50.6K	Buy	2,706 +43	+2%	+$811	0.01%	606
2026 Q1	$49K	Buy	2,663 +41	+2%	+$784	0.02%	210
2025 Q4	$49.6K	Buy	2,622 +41	+2%	+$784	0.02%	200
2025 Q3	$50.2K	Buy	2,581 +32	+1%	+$618	0.01%	575
2025 Q2	$48K	Buy	2,549 +33	+1%	+$615	0.02%	184
2025 Q1	$47.9K	Buy	2,516 +31	+1%	+$609	0.01%	525
2024 Q4	$48.5K	Buy	+2,485	New	+$50.6K	0.02%	181

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

Vermillion Wealth Management's PFFD Position: Q2 2026 in Review

Vermillion Wealth Management increased its Global X US Preferred ETF (PFFD) stake by 1.6% in Q2 2026, buying an estimated $811 and bringing the position to 2,706 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #606.

Vermillion Wealth Management first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Vermillion Wealth Management held 2,706 shares of Global X US Preferred ETF worth $50.6K as of Q2 2026.
Vermillion Wealth Management bought 43 Global X US Preferred ETF shares in Q2 2026, an estimated $811.
Global X US Preferred ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #606 holding.
Vermillion Wealth Management first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.