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

WBH Advisory’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	$666K	Buy	35,629 +1,714	+5%	+$32.3K	0.04%	220
2026 Q1	$624K	Buy	33,915 +4,892	+17%	+$93.6K	0.05%	209
2025 Q4	$549K	Buy	29,023 +246	+0.9%	+$4.7K	0.04%	225
2025 Q3	$559K	Buy	28,777 +3,416	+13%	+$66K	0.04%	224
2025 Q2	$478K	Buy	25,361 +10,910	+75%	+$203K	0.04%	232
2025 Q1	$275K	Buy	+14,451	New	+$284K	0.03%	281

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

WBH Advisory's PFFD Position: Q2 2026 in Review

WBH Advisory increased its Global X US Preferred ETF (PFFD) stake by 5.1% in Q2 2026, buying an estimated $32.3K and bringing the position to 35,629 shares worth $666K. The position accounts for 0.04% of the portfolio, ranked #220.

WBH Advisory first reported a position in PFFD in Q1 2025 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

WBH Advisory held 35,629 shares of Global X US Preferred ETF worth $666K as of Q2 2026.
WBH Advisory bought 1,714 Global X US Preferred ETF shares in Q2 2026, an estimated $32.3K.
Global X US Preferred ETF made up 0.04% of WBH Advisory's portfolio in Q2 2026, its #220 holding.
WBH Advisory first reported a position in Global X US Preferred ETF in Q1 2025 and has held it in 6 quarters since.
189 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.