WealthShield Partners’s Global X US Preferred ETF PFFD Stock Holding History

WealthShield Partners’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	$154K	Buy	+8,234	New	+$155K	0.02%	241
2021 Q3	–	Sell	-815	Closed	-$21K	–	584
2021 Q2	$21K	Buy	+815	New	+$21K	﹤0.01%	647

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

WealthShield Partners's PFFD Position: Q2 2026 in Review

WealthShield Partners opened a new position in Global X US Preferred ETF (PFFD) in Q2 2026: 8,234 shares worth $154K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings. This is a return to the name: WealthShield Partners previously reported a position in PFFD as recently as Q2 2021.

WealthShield Partners first reported a position in PFFD in Q2 2021 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

WealthShield Partners held 8,234 shares of Global X US Preferred ETF worth $154K as of Q2 2026.
Global X US Preferred ETF was a new WealthShield Partners position in Q2 2026.
Global X US Preferred ETF made up 0.02% of WealthShield Partners's portfolio in Q2 2026, its #241 holding.
WealthShield Partners first reported a position in Global X US Preferred ETF in Q2 2021 and has held it in 2 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.