World Investment Advisors’s Global X US Preferred ETF PFFD Stock Holding History

World Investment Advisors’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	$427K	Sell	22,876 -148	-0.6%	-$2.79K	0.01%	1026
2026 Q1	$424K	Sell	23,024 -1,825	-7%	-$34.9K	0.01%	1066
2025 Q4	$470K	Buy	+24,849	New	+$475K	0.01%	952
2021 Q4	–	Sell	-9,245	Closed	-$238K	–	280
2021 Q3	$238K	Sell	9,245 -238	-3%	-$6.19K	0.05%	221
2021 Q2	$248K	Sell	9,483 -13	-0.1%	-$335	0.06%	215
2021 Q1	$240K	Buy	+9,496	New	+$241K	0.06%	197

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

World Investment Advisors's PFFD Position: Q2 2026 in Review

World Investment Advisors reduced its Global X US Preferred ETF (PFFD) stake by 0.64% in Q2 2026, selling an estimated $2.79K and leaving 22,876 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #1026.

World Investment Advisors first reported a position in PFFD in Q1 2021 and has held it in 6 quarters since. The position peaked at $470K in Q4 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

World Investment Advisors held 22,876 shares of Global X US Preferred ETF worth $427K as of Q2 2026.
World Investment Advisors sold 148 Global X US Preferred ETF shares in Q2 2026, an estimated $2.79K.
Global X US Preferred ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1026 holding.
World Investment Advisors first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 6 quarters since.
World Investment Advisors's Global X US Preferred ETF position peaked at $470K in Q4 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.