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

WCG Wealth 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	$363K	Buy	19,432 +23	+0.1%	+$434	0.01%	523
2026 Q1	$357K	Buy	19,409 +23	+0.1%	+$440	0.01%	494
2025 Q4	$367K	Sell	19,386 -862	-4%	-$16.5K	0.01%	474
2025 Q3	$393K	Buy	20,248 +21	+0.1%	+$406	0.02%	315
2025 Q2	$381K	Sell	20,227 -208	-1%	-$3.88K	0.02%	316
2025 Q1	$389K	Sell	20,435 -1,406	-6%	-$27.6K	0.03%	255
2024 Q4	$426K	Buy	21,841 +347	+2%	+$7.07K	0.03%	274
2024 Q3	$447K	Buy	21,494 +1,351	+7%	+$27.2K	0.03%	281
2024 Q2	$396K	Sell	20,143 -12,329	-38%	-$242K	0.03%	255
2024 Q1	$655K	Buy	32,472 +3,640	+13%	+$72.6K	0.05%	207
2023 Q4	$559K	Sell	28,832 -6,587	-19%	-$123K	0.04%	240
2023 Q3	$715K	Sell	35,419 -6,168	-15%	-$118K	0.05%	223
2023 Q2	$811K	Buy	41,587 +2,317	+6%	+$44.9K	0.09%	121
2023 Q1	$780K	Sell	39,270 -6,895	-15%	-$142K	0.1%	122
2022 Q4	$894K	Buy	46,165 +5,480	+13%	+$109K	0.12%	116
2022 Q3	$945K	Sell	40,685 -3,850	-9%	-$83.2K	0.13%	130
2022 Q2	$945K	Buy	+44,535	New	+$965K	0.13%	124

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

WCG Wealth Advisors's PFFD Position: Q2 2026 in Review

WCG Wealth Advisors increased its Global X US Preferred ETF (PFFD) stake by 0.12% in Q2 2026, buying an estimated $434 and bringing the position to 19,432 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #523.

WCG Wealth Advisors first reported a position in PFFD in Q2 2022 and has held it in 17 quarters since. The position peaked at $945K in Q3 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

WCG Wealth Advisors held 19,432 shares of Global X US Preferred ETF worth $363K as of Q2 2026.
WCG Wealth Advisors bought 23 Global X US Preferred ETF shares in Q2 2026, an estimated $434.
Global X US Preferred ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #523 holding.
WCG Wealth Advisors first reported a position in Global X US Preferred ETF in Q2 2022 and has held it in 17 quarters since.
WCG Wealth Advisors's Global X US Preferred ETF position peaked at $945K in Q3 2022.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

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