Global X Funds - Global X U.S. Preferred ETF
PE ˙ BVL ˙ US37954Y6573
SecurityPE:PFFD / Global X Funds - Global X U.S. Preferred ETF
InstitutionTexas Yale Capital Corp.
Latest Disclosed Ownership351,378 shares
Latest Disclosed Value $ 6,465,359
Texas Yale Capital Corp. reports 3.17% increase in ownership of PFFD / Global X Funds - Global X U.S. Preferred ETF

On May 4, 2026 - Texas Yale Capital Corp. filed a 13F-HR form disclosing ownership of 351,378 shares of Global X Funds - Global X U.S. Preferred ETF (PE:PFFD) valued at $6,465,359 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 340,590 shares of Global X Funds - Global X U.S. Preferred ETF. This represents a change in shares of 3.17% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 351,378 10,788 3.17 6,465 0.39 0.1835
2026-02-10 2025-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 340,590 34,041 11.10 6,441 8.13 0.1952
2025-11-07 2025-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 306,549 43,320 16.46 5,956 20.18 0.1874
2025-08-06 2025-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 263,229 -12,030 -4.37 4,957 -5.42 0.1624
2025-05-07 2025-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 275,259 22,109 8.73 5,241 6.12 0.2152
2025-02-13 2024-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 253,150 -69 -0.03 4,939 -6.14 0.1986
2024-11-12 2024-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 253,219 9,596 3.94 5,262 9.74 0.2286
2024-08-13 2024-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 243,623 3,303 1.37 4,795 -1.03 0.2283
2024-05-08 2024-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 240,320 14,955 6.64 4,845 10.80 0.2151
2024-02-13 2023-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 225,365 173,855 337.52 4,372 351.65 0.2082
2023-11-09 2023-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 51,510 -118,330 -69.67 969 -70.60 0.0437
2023-08-03 2023-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 169,840 -36,131 -17.54 3,293 -19.49 0.1549
2023-05-10 2023-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 205,971 967 0.47 4,091 3.02 0.2079
2023-02-13 2022-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 205,004 115,311 128.56 3,971 115.76 0.2265
2022-11-08 2022-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 89,693 -6,175 -6.44 1,840 -9.49 0.1179
2022-08-11 2022-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 95,868 -82,931 -46.38 2,033 -51.62 0.1314
2022-05-10 2022-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 178,799 -22,009 -10.96 4,202 -18.77 0.2290
2022-02-10 2021-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 200,808 8,044 4.17 5,173 4.17 0.2629
2021-11-08 2021-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 192,764 7,652 4.13 4,966 2.52 0.2816
2021-08-05 2021-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 185,112 7,916 4.47 4,844 7.17 0.2768
2021-05-12 2021-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 177,196 -3,476 -1.92 4,520 -3.03 0.2839
2021-02-10 2020-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 180,672 13,446 8.04 4,661 12.56 0.3131
2020-11-10 2020-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 167,226 21,553 14.80 4,141 20.98 0.3176
2020-07-31 2020-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 145,673 21,144 16.98 3,423 25.61 0.2784
2020-05-13 2020-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 124,529 37,273 42.72 2,725 24.77 0.2681
2020-02-11 2019-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 87,256 14,510 19.95 2,184 19.67 0.1497
2019-10-31 2019-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 72,746 22,375 44.42 1,825 47.77 0.1309
2019-07-24 2019-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 50,371 50,371 1,235 0.0921
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.