WealthTrust Axiom’s Global X US Preferred ETF PFFD Stock Holding History

WealthTrust Axiom’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	$6.01M	Sell	321,568 -7,946	-2%	-$150K	1.34%	17
2026 Q1	$6.06M	Buy	329,514 +2,447	+0.7%	+$46.8K	1.49%	17
2025 Q4	$6.18M	Buy	327,067 +61,236	+23%	+$1.17M	1.59%	16
2025 Q3	$5.17M	Sell	265,831 -1,400	-0.5%	-$27K	1.38%	17
2025 Q2	$5.03M	Sell	267,231 -5,156	-2%	-$96.1K	1.48%	17
2025 Q1	$5.19M	Buy	272,387 +2,941	+1%	+$57.7K	1.58%	16
2024 Q4	$5.26M	Buy	269,446 +8,428	+3%	+$172K	1.57%	12
2024 Q3	$5.42M	Buy	+261,018	New	+$5.25M	1.61%	10

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

WealthTrust Axiom's PFFD Position: Q2 2026 in Review

WealthTrust Axiom reduced its Global X US Preferred ETF (PFFD) stake by 2.4% in Q2 2026, selling an estimated $150K and leaving 321,568 shares worth $6.01M. The position accounts for 1.34% of the portfolio, ranked #17.

WealthTrust Axiom first reported a position in PFFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.18M in Q4 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

WealthTrust Axiom held 321,568 shares of Global X US Preferred ETF worth $6.01M as of Q2 2026.
WealthTrust Axiom sold 7,946 Global X US Preferred ETF shares in Q2 2026, an estimated $150K.
Global X US Preferred ETF made up 1.34% of WealthTrust Axiom's portfolio in Q2 2026, its #17 holding.
WealthTrust Axiom first reported a position in Global X US Preferred ETF in Q3 2024 and has held it in 8 quarters since.
WealthTrust Axiom's Global X US Preferred ETF position peaked at $6.18M in Q4 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.