BSC
PFFD icon

BOLTON SECURITIES CORPORATION’s Global X US Preferred ETF PFFD Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.2M Buy
+65,284
New +$1.25M 0.06% 338
2025
Q3 		$1.27M Buy
+65,284
New +$1.26M 0.06% 325
2025
Q1 		$9.02K Buy
+474
New +$9.31K ﹤0.01% 1459

Other funds holding PFFD

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PFFD Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Global X US Preferred ETF (PFFD) in Q1 2026: 65,284 shares worth $1.2M. The stake represents 0.06% of the portfolio and ranks #338 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in PFFD as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in PFFD in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q3 2025. 286 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 65,284 shares of Global X US Preferred ETF worth $1.2M as of Q1 2026.
  • Global X US Preferred ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Global X US Preferred ETF made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #338 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Global X US Preferred ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Global X US Preferred ETF position peaked at $1.27M in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.