Global X Funds - Global X U.S. Preferred ETF
PE ˙ BVL ˙ US37954Y6573
SecurityPE:PFFD / Global X Funds - Global X U.S. Preferred ETF
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership181,630 shares
Latest Disclosed Value $ 3,341,992
Baird Financial Group, Inc. ownership in PFFD / Global X Funds - Global X U.S. Preferred ETF

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 181,630 shares of Global X Funds - Global X U.S. Preferred ETF (PE:PFFD) valued at $3,341,992 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 0 shares of Global X Funds - Global X U.S. Preferred ETF.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 181,630 181,630 3,342 0.0028
2026-02-13 2025-12-31 13F GLOBAL X US PFD ETF COMMON 37954Y657 0 -229,684 -100.00 0 -100.00
2025-11-13 2025-09-30 13F GLOBAL X US PFD ETF COMMON 37954Y657 229,684 -4,843 -2.07 4,463 1.04 0.0072
2025-08-13 2025-06-30 13F GLOBAL X FDS US PFD ETF COMMON 37954Y657 234,527 3,944 1.71 4,416 0.59 0.0077
2025-05-15 2025-03-31 13F GLOBAL X FDS US PFD ETF COMMON 37954Y657 230,583 -1,049 -0.45 4,390 -2.85 0.0085
2025-02-14 2024-12-31 13F GLOBAL X US PFD ETF COMMON 37954Y657 231,632 579 0.25 4,519 -5.87 0.0086
2024-11-14 2024-09-30 13F GLOBAL X US PFD ETF COMMON 37954Y657 231,053 -34,867 -13.11 4,801 -8.26 0.0093
2024-08-14 2024-06-30 13F GLOBAL X US PFD ETF COMMON 37954Y657 265,920 -1,152 -0.43 5,233 -2.80 0.0109
2024-05-14 2024-03-31 13F GLOBAL X US PFD ETF COMMON 37954Y657 267,072 -648 -0.24 5,384 3.68 0.0113
2024-02-14 2023-12-31 13F GLOBAL X US PFD ETF COMMON 37954Y657 267,720 -12,249 -4.38 5,194 -1.39 0.0118
2023-11-13 2023-09-30 13F GLOBAL X US PFD ETF COMMON 37954Y657 279,969 -17,403 -5.85 5,266 -8.67 0.0144
2023-08-11 2023-06-30 13F GLOBAL X US PFD ETF COMMON 37954Y657 297,372 -980 -0.33 5,766 -2.68 0.0152
2023-05-15 2023-03-31 13F GLOBAL X US PFD ETF COMMON 37954Y657 298,352 133,353 80.82 5,925 197,400.00 0.0146
2023-02-13 2022-12-31 13F GLOBAL X US PFD ETF COMMON 37954Y657 164,999 124,562 308.04 3 -99.64 0.0084
2022-11-15 2022-09-30 13F GLOBAL X US PFD ETF COMMON 37954Y657 40,437 6,158 17.96 829 14.03 0.0024
2022-08-08 2022-06-30 13F GLOBAL X US PFD ETF COMMON 37954Y657 34,279 8,269 31.79 727 18.99 0.0020
2022-05-13 2022-03-31 13F GLOBAL X US PFD ETF COMMON 37954Y657 26,010 2,109 8.82 611 -0.81 0.0015
2022-02-09 2021-12-31 13F GLOBAL X US PFD ETF COMMON 37954Y657 23,901 -999 -4.01 616 -3.90 0.0014
2021-11-12 2021-09-30 13F GLOBAL X US PFD ETF COMMON 37954Y657 24,900 24,900 641 0.0016
2020-11-12 2020-09-30 13F GLOBAL X US PFD ETF COMMON 37954Y657 0 -27,249 -100.00 0 -100.00
2020-10-22 2020-06-30 13F/A-1 GLOBAL X US PFD ETF COMMON 37954Y657 27,249 -19,865 -42.16 640 -37.92 0.0024
2020-08-14 2020-06-30 13F GLOBAL X US PFD ETF ETF - F 37954Y657 78,787 31,673 1,972 3,908.0560
2020-05-14 2020-03-31 13F GLOBAL X US PFD ETF COMMON 37954Y657 47,114 -37,258 -44.16 1,031 -51.18 0.0047
2020-02-14 2019-12-31 13F GLOBAL X US PFD ETF COMMON 37954Y657 84,372 84,372 2,112 0.0076
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.