WPG Advisers’s Global X US Preferred ETF PFFD Stock Holding History

WPG Advisers’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	$21.6K	Sell	1,158 -647	-36%	-$12.2K	0.01%	532
2026 Q1	$33.2K	Buy	1,805 +77	+4%	+$1.47K	0.02%	361
2025 Q4	$32.7K	Sell	1,728 -115	-6%	-$2.2K	0.02%	383
2025 Q3	$35.8K	Sell	1,843 -2	-0.1%	-$39	0.03%	365
2025 Q2	$34.7K	Buy	1,845 +979	+113%	+$18.2K	0.03%	361
2025 Q1	$16.5K	Buy	866 +96	+12%	+$1.89K	0.02%	512
2024 Q4	$15K	Buy	+770	New	+$15.7K	0.01%	526

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

WPG Advisers's PFFD Position: Q2 2026 in Review

WPG Advisers reduced its Global X US Preferred ETF (PFFD) stake by 36% in Q2 2026, selling an estimated $12.2K and leaving 1,158 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #532.

WPG Advisers first reported a position in PFFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.8K in Q3 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

WPG Advisers held 1,158 shares of Global X US Preferred ETF worth $21.6K as of Q2 2026.
WPG Advisers sold 647 Global X US Preferred ETF shares in Q2 2026, an estimated $12.2K.
Global X US Preferred ETF made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #532 holding.
WPG Advisers first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Global X US Preferred ETF position peaked at $35.8K in Q3 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.