Waverly Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Waverly Advisors’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	$2.59M	Buy	138,526 +25,390	+22%	+$479K	0.02%	636
2026 Q1	$2.08M	Buy	113,136 +17,596	+18%	+$337K	0.02%	635
2025 Q4	$1.81M	Buy	95,540 +18,751	+24%	+$359K	0.01%	615
2025 Q3	$1.49M	Buy	76,789 +8,630	+13%	+$167K	0.01%	553
2025 Q2	$1.28M	Buy	68,159 +1,977	+3%	+$36.8K	0.01%	566
2025 Q1	$1.26M	Sell	66,182 -262	-0.4%	-$5.14K	0.02%	563
2024 Q4	$1.3M	Sell	66,444 -1,278	-2%	-$26K	0.02%	468
2024 Q3	$1.41M	Buy	67,722 +293	+0.4%	+$5.9K	0.03%	390
2024 Q2	$1.33M	Buy	67,429 +6,479	+11%	+$127K	0.03%	388
2024 Q1	$1.23M	Buy	+60,950	New	+$1.22M	0.03%	332

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 22.9% 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

Waverly Advisors's PFFD Position: Q2 2026 in Review

Waverly Advisors increased its Global X US Preferred ETF (PFFD) stake by 22% in Q2 2026, buying an estimated $479K and bringing the position to 138,526 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #636.

Waverly Advisors first reported a position in PFFD in Q1 2024 and has held it in 10 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Waverly Advisors held 138,526 shares of Global X US Preferred ETF worth $2.59M as of Q2 2026.
Waverly Advisors bought 25,390 Global X US Preferred ETF shares in Q2 2026, an estimated $479K.
Global X US Preferred ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #636 holding.
Waverly Advisors first reported a position in Global X US Preferred ETF in Q1 2024 and has held it in 10 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.