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

Winthrop 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	$14K	Hold	768	–	–	﹤0.01%	226
2026 Q1	$14K	Hold	768	–	–	﹤0.01%	230
2025 Q4	$15K	Hold	768	–	–	﹤0.01%	227
2025 Q3	$15K	Sell	768 -5,372	-87%	-$104K	﹤0.01%	211
2025 Q2	$116K	Buy	6,140 +75	+1%	+$1.4K	0.03%	146
2025 Q1	$115K	Sell	6,065 -2	-0%	-$39	0.03%	133
2024 Q4	$118K	Sell	6,067 -110	-2%	-$2.24K	0.03%	139
2024 Q3	$128K	Buy	6,177 +70	+1%	+$1.41K	0.06%	68
2024 Q2	$120K	Sell	6,107 -430	-7%	-$8.44K	0.06%	66
2024 Q1	$132K	Buy	6,537 +218	+3%	+$4.35K	0.06%	72
2023 Q4	$123K	Buy	+6,319	New	+$118K	0.04%	134

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

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

Winthrop Capital Management held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 768 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Winthrop Capital Management first reported a position in PFFD in Q4 2023 and has held it in 11 quarters since. The position peaked at $132K in Q1 2024. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Winthrop Capital Management held 768 shares of Global X US Preferred ETF worth $14K as of Q2 2026.
Winthrop Capital Management left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #226 holding.
Winthrop Capital Management first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's Global X US Preferred ETF position peaked at $132K in Q1 2024.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.