WMS Group’s Global X US Preferred ETF PFFD Stock Holding History

WMS Group’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 Q1	–	Sell	-10,000	Closed	-$189K	–	56
2025 Q4	$189K	Buy	+10,000	New	+$191K	0.24%	54

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

WMS Group's PFFD Position: Q1 2026 in Review

WMS Group sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 10,000 shares — an estimated $189K sold.

WMS Group first reported a position in PFFD in Q4 2025 and held it in 1 quarter. The position peaked at $189K in Q4 2025. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

WMS Group reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
WMS Group sold 10,000 Global X US Preferred ETF shares in Q1 2026, an estimated $189K.
WMS Group first reported a position in Global X US Preferred ETF in Q4 2025 and held it in 1 quarter.
WMS Group's Global X US Preferred ETF position peaked at $189K in Q4 2025.
283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on WMS Group's 13F filing for Q1 2026, filed 21 Apr 2026.