Wealthfront Advisers’s Global X US Preferred ETF PFFD Stock Holding History

Wealthfront Advisers’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	$629K	Buy	33,656 +16,387	+95%	+$309K	﹤0.01%	817
2026 Q1	$318K	Sell	17,269 -3,269	-16%	-$62.5K	﹤0.01%	926
2025 Q4	$388K	Buy	20,538 +4,289	+26%	+$82K	﹤0.01%	870
2025 Q3	$316K	Buy	16,249 +2,565	+19%	+$49.5K	﹤0.01%	891
2025 Q2	$258K	Buy	+13,684	New	+$255K	﹤0.01%	897
2024 Q1	–	Sell	-13,902	Closed	-$270K	–	880
2023 Q4	$270K	Buy	+13,902	New	+$259K	﹤0.01%	807
2022 Q2	–	Sell	-13,877	Closed	-$326K	–	793
2022 Q1	$326K	Sell	13,877 -1,787	-11%	-$42.8K	﹤0.01%	698
2021 Q4	$404K	Buy	15,664 +1,710	+12%	+$43.8K	﹤0.01%	629
2021 Q3	$360K	Buy	+13,954	New	+$363K	﹤0.01%	597

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

Wealthfront Advisers's PFFD Position: Q2 2026 in Review

Wealthfront Advisers increased its Global X US Preferred ETF (PFFD) stake by 95% in Q2 2026, buying an estimated $309K and bringing the position to 33,656 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Wealthfront Advisers first reported a position in PFFD in Q3 2021 and has held it in 9 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Wealthfront Advisers held 33,656 shares of Global X US Preferred ETF worth $629K as of Q2 2026.
Wealthfront Advisers bought 16,387 Global X US Preferred ETF shares in Q2 2026, an estimated $309K.
Global X US Preferred ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #817 holding.
Wealthfront Advisers first reported a position in Global X US Preferred ETF in Q3 2021 and has held it in 9 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.