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Vista Finance’s Global X US Preferred ETF PFFD Stock Holding History

Vista Finance’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 		$196K Hold
10,475
– – 0.11% 67
2026
Q1 		$193K Buy
+10,475
New +$200K 0.15% 54

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vista Finance's PFFD Position: Q2 2026 in Review

Vista Finance held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 10,475 shares worth $196K. The position accounts for 0.11% of the portfolio, ranked #67.

Vista Finance first reported a position in PFFD in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • Vista Finance held 10,475 shares of Global X US Preferred ETF worth $196K as of Q2 2026.
  • Vista Finance left its Global X US Preferred ETF share count unchanged in Q2 2026.
  • Global X US Preferred ETF made up 0.11% of Vista Finance's portfolio in Q2 2026, its #67 holding.
  • Vista Finance first reported a position in Global X US Preferred ETF in Q1 2026 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.