Global X Funds - Global X U.S. Preferred ETF
PE ˙ BVL ˙ US37954Y6573
SecurityPE:PFFD / Global X Funds - Global X U.S. Preferred ETF
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership115,824 shares
Latest Disclosed Value $ 2,131,176
Stratos Wealth Partners, LTD. reports 6.39% decrease in ownership of PFFD / Global X Funds - Global X U.S. Preferred ETF

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 115,824 shares of Global X Funds - Global X U.S. Preferred ETF (PE:PFFD) valued at $2,131,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 123,732 shares of Global X Funds - Global X U.S. Preferred ETF. This represents a change in shares of -6.39% during the quarter.

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)
2026-04-28 2026-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 115,824 -7,908 -6.39 2,131 -8.89 0.0242
2026-01-20 2025-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 123,732 -13,770 -10.01 2,340 -12.43 0.0265
2025-11-06 2025-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 137,502 11 0.01 2,672 3.21 0.0315
2025-07-29 2025-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 137,491 -6,682 -4.63 2,589 -5.72 0.0350
2025-04-30 2025-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 144,173 8,705 6.43 2,745 3.90 0.0418
2025-01-27 2024-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 135,468 13,598 11.16 2,643 4.34 0.0373
2024-10-17 2024-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 121,870 -12,270 -9.15 2,532 -4.05 0.0366
2024-07-24 2024-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 134,140 -7,168 -5.07 2,640 -7.34 0.0423
2024-04-16 2024-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 141,308 5,695 4.20 2,849 8.29 0.0472
2024-01-24 2023-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 135,613 -4,221 -3.02 2,631 0.00 0.0491
2023-10-24 2023-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 139,834 18,200 14.96 2,630 11.54 0.0566
2023-07-18 2023-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 121,634 19,630 19.24 2,358 16.44 0.0534
2023-04-27 2023-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 102,004 -4,539 -4.26 2,026 -1.84 0.0540
2023-01-19 2022-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 106,543 3,012 2.91 2,064 -2.83 0.0522
2022-10-24 2022-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 103,531 -9,771 -8.62 2,123 -11.65 0.0593
2022-07-22 2022-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 113,302 -2,302 -1.99 2,403 -11.56 0.0606
2022-04-26 2022-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 115,604 7,065 6.51 2,717 -2.83 0.0607
2022-01-14 2021-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 108,539 -50,513 -31.76 2,796 -31.75 0.0619
2021-10-19 2021-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 159,052 31,890 25.08 4,097 23.11 0.1043
2021-07-19 2021-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 127,162 47,717 60.06 3,328 64.18 0.0829
2021-04-27 2021-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 79,445 57,801 267.05 2,027 263.26 0.0561
2021-01-29 2020-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 21,644 4,069 23.15 558 28.28 0.0166
2020-10-29 2020-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 17,575 392 2.28 435 7.67 0.0143
2020-07-28 2020-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 17,183 6,580 62.06 404 74.14 0.0144
2020-05-04 2020-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 10,603 497 4.92 232 -8.30 0.0106
2020-01-29 2019-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 10,106 -609 -5.68 253 -5.95 0.0099
2019-11-12 2019-09-30 13F/A-1 GLOBAL X FDS US PFD ETF 37954Y657 10,715 -169 -1.55 269 0.75 0.0116
2019-11-12 2019-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 35 -10,849 0 9.6981
2019-08-06 2019-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 10,884 -5,131 -32.04 267 -30.65 0.0116
2019-05-07 2019-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 16,015 -822 -4.88 385 1.32 0.0173
2019-02-08 2018-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 16,837 -10,695 -38.85 380 -42.94 0.0196
2018-11-02 2018-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 27,532 27,532 666 0.0298
2018-08-13 2018-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 0 -5,411 -100.00 0 -100.00
2018-05-10 2018-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 5,411 5,411 133 0.0056
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.