WIM
PFFD icon

WealthPlan Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

WealthPlan Investment 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 		$1.63M Sell
87,368
-55,482
-39% -$1.05M 0.08% 177
2026
Q1 		$2.63M Buy
142,850
+22,018
+18% +$421K 0.15% 132
2025
Q4 		$2.28M Buy
+120,832
New +$2.31M 0.15% 127

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthPlan Investment Management's PFFD Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Global X US Preferred ETF (PFFD) stake by 39% in Q2 2026, selling an estimated $1.05M and leaving 87,368 shares worth $1.63M. The position accounts for 0.08% of the portfolio, ranked #177.

WealthPlan Investment Management first reported a position in PFFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.63M in Q1 2026. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

  • WealthPlan Investment Management held 87,368 shares of Global X US Preferred ETF worth $1.63M as of Q2 2026.
  • WealthPlan Investment Management sold 55,482 Global X US Preferred ETF shares in Q2 2026, an estimated $1.05M.
  • Global X US Preferred ETF made up 0.08% of WealthPlan Investment Management's portfolio in Q2 2026, its #177 holding.
  • WealthPlan Investment Management first reported a position in Global X US Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's Global X US Preferred ETF position peaked at $2.63M in Q1 2026.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.