Vestmark Advisory Solutions’s Global X US Preferred ETF PFFD Stock Holding History

Vestmark Advisory Solutions’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	$1.49M	Hold	79,595	–	–	0.01%	831
2026 Q1	$1.46M	Buy	79,595 +5,031	+7%	+$96.2K	0.02%	750
2025 Q4	$1.41M	Buy	74,564 +5,039	+7%	+$96.4K	0.02%	693
2025 Q3	$1.35M	Sell	69,525 -49,141	-41%	-$949K	0.03%	470
2025 Q2	$2.23M	Buy	118,666 +71,133	+150%	+$1.33M	0.03%	359
2025 Q1	$905K	Buy	+47,533	New	+$933K	0.02%	410

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

Vestmark Advisory Solutions's PFFD Position: Q2 2026 in Review

Vestmark Advisory Solutions held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 79,595 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #831.

Vestmark Advisory Solutions first reported a position in PFFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.23M in Q2 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Vestmark Advisory Solutions held 79,595 shares of Global X US Preferred ETF worth $1.49M as of Q2 2026.
Vestmark Advisory Solutions left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #831 holding.
Vestmark Advisory Solutions first reported a position in Global X US Preferred ETF in Q1 2025 and has held it in 6 quarters since.
Vestmark Advisory Solutions's Global X US Preferred ETF position peaked at $2.23M in Q2 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.