Wealth Enhancement Advisory Services’s Global X US Preferred ETF PFFD Stock Holding History

Wealth Enhancement Advisory Services’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	$1.91M	Buy	102,380 +3,735	+4%	+$70.4K	﹤0.01%	1600
2026 Q1	$1.82M	Sell	98,645 -8,172	-8%	-$156K	﹤0.01%	1443
2025 Q4	$2.06M	Buy	106,817 +12,114	+13%	+$232K	﹤0.01%	1502
2025 Q3	$1.85M	Buy	94,703 +78,051	+469%	+$1.51M	﹤0.01%	1486
2025 Q2	$317K	Sell	16,652 -8,828	-35%	-$165K	﹤0.01%	2594
2025 Q1	$485K	Sell	25,480 -23,053	-47%	-$453K	﹤0.01%	2094
2024 Q4	$947K	Buy	48,533 +21,470	+79%	+$437K	﹤0.01%	1579
2024 Q3	$562K	Buy	27,063 +2,676	+11%	+$53.9K	﹤0.01%	1753
2024 Q2	$480K	Sell	24,387 -1,905	-7%	-$37.4K	﹤0.01%	1672
2024 Q1	$530K	Sell	26,292 -2,421	-8%	-$48.3K	﹤0.01%	1549
2023 Q4	$557K	Buy	28,713 +18,400	+178%	+$342K	﹤0.01%	1437
2023 Q3	$194K	Buy	+10,313	New	+$197K	﹤0.01%	2012

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

Wealth Enhancement Advisory Services's PFFD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Global X US Preferred ETF (PFFD) stake by 3.8% in Q2 2026, buying an estimated $70.4K and bringing the position to 102,380 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Wealth Enhancement Advisory Services first reported a position in PFFD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.06M in Q4 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Wealth Enhancement Advisory Services held 102,380 shares of Global X US Preferred ETF worth $1.91M as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,735 Global X US Preferred ETF shares in Q2 2026, an estimated $70.4K.
Global X US Preferred ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1600 holding.
Wealth Enhancement Advisory Services first reported a position in Global X US Preferred ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Global X US Preferred ETF position peaked at $2.06M in Q4 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.