WealthBridge Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

WealthBridge Capital Management’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	$480K	Hold	25,700	–	–	0.1%	147
2026 Q1	$473K	Hold	25,700	–	–	0.11%	134
2025 Q4	$486K	Hold	25,700	–	–	0.11%	126
2025 Q3	$499K	Hold	25,700	–	–	0.12%	126
2025 Q2	$484K	Hold	25,700	–	–	0.12%	121
2025 Q1	$489K	Sell	25,700 -700	-3%	-$13.7K	0.14%	108
2024 Q4	$515K	Hold	26,400	–	–	0.14%	109
2024 Q3	$549K	Hold	26,400	–	–	0.16%	104
2024 Q2	$520K	Hold	26,400	–	–	0.17%	97
2024 Q1	$532K	Hold	26,400	–	–	0.18%	93
2023 Q4	$512K	Sell	26,400 -600	-2%	-$11.2K	0.19%	88
2023 Q3	$508K	Sell	27,000 -4,300	-14%	-$82.2K	0.21%	86
2023 Q2	$607K	Hold	31,300	–	–	0.24%	77
2023 Q1	$622K	Hold	31,300	–	–	0.25%	80
2022 Q4	$606K	Buy	31,300 +19,500	+165%	+$389K	0.25%	78
2022 Q3	$250K	Hold	11,800	–	–	0.11%	165
2022 Q2	$250K	Buy	+11,800	New	+$256K	0.11%	165

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

WealthBridge Capital Management's PFFD Position: Q2 2026 in Review

WealthBridge Capital Management held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 25,700 shares worth $480K. The position accounts for 0.1% of the portfolio, ranked #147.

WealthBridge Capital Management first reported a position in PFFD in Q2 2022 and has held it in 17 quarters since. The position peaked at $622K in Q1 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

WealthBridge Capital Management held 25,700 shares of Global X US Preferred ETF worth $480K as of Q2 2026.
WealthBridge Capital Management left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up 0.1% of WealthBridge Capital Management's portfolio in Q2 2026, its #147 holding.
WealthBridge Capital Management first reported a position in Global X US Preferred ETF in Q2 2022 and has held it in 17 quarters since.
WealthBridge Capital Management's Global X US Preferred ETF position peaked at $622K in Q1 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.