Global X Funds - Global X U.S. Preferred ETF
PE ˙ BVL ˙ US37954Y6573
SecurityPE:PFFD / Global X Funds - Global X U.S. Preferred ETF
InstitutionTriumph Capital Management
Latest Disclosed Ownership46,968 shares
Latest Disclosed Value $ 864,208
Triumph Capital Management reports 3.57% increase in ownership of PFFD / Global X Funds - Global X U.S. Preferred ETF

On May 13, 2026 - Triumph Capital Management filed a 13F-HR form disclosing ownership of 46,968 shares of Global X Funds - Global X U.S. Preferred ETF (PE:PFFD) valued at $864,208 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 45,350 shares of Global X Funds - Global X U.S. Preferred ETF. This represents a change in shares of 3.57% 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)
2026-05-13 2026-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 46,968 1,618 3.57 864 0.82 0.1759
2026-02-12 2025-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 45,350 -1,552 -3.31 858 -5.93 0.1853
2025-12-23 2025-09-30 13F/A-1 GLOBAL X FDS US PFD ETF 37954Y657 46,902 3,266 7.48 911 10.96 0.2444
2025-11-17 2025-09-30 13F GLOBAL X U.S. PREFERRED ETF ETF 37954Y657 46,902 3,266 911 0.2218
2025-12-29 2025-06-30 13F/A-1 GLOBAL X FDS US PFD ETF 37954Y657 43,636 1,637 3.90 822 2.75 0.2466
2025-07-09 2025-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 43,636 1,637 822 0.2466
2025-05-06 2025-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 41,999 2,192 5.51 800 2.96 0.2663
2025-02-14 2024-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 39,807 -2,180 -5.19 777 -11.01 0.2658
2025-02-14 2024-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 41,987 -39,579 -48.52 872 -45.67 0.3109
2025-02-14 2024-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 81,566 38,074 87.54 1,605 82.80 0.6269
2024-04-25 2024-03-31 13F GLOBAL X U.S. PREFERRED ETF ETF 37954Y657 43,492 29,134 202.91 879 213.57 0.3582
2024-02-05 2023-12-31 13F GLOBAL X U.S. PREFERRED ETF ETF 37954Y657 14,358 -5,199 -26.58 280 -23.71 0.1189
2023-10-31 2023-09-30 13F GLOBAL X U.S. PREFERRED ETF ETF 37954Y657 19,557 459 2.40 368 -0.81 0.1670
2023-08-03 2023-06-30 13F GLOBAL X U.S. PREFERRED ETF ETF 37954Y657 19,098 645 3.50 370 1.09 0.1678
2023-05-08 2023-03-31 13F GLOBAL X U.S. PREFERRED ETF ETF 37954Y657 18,453 -13,018 -41.37 366 -39.90 0.1873
2023-01-31 2022-12-31 13F GLOBAL X U.S. PREFERRED ETF ETF 37954Y657 31,471 906 2.96 610 -2.87 0.3264
2022-11-01 2022-09-30 13F GLOBAL X U.S. PREFERRED ETF ETF 37954Y657 30,565 -1,720 -5.33 627 -8.47 0.3414
2022-08-02 2022-06-30 13F GLOBAL X U.S. PREFERRED ETF ETF 37954Y657 32,285 32,285 685 0.3620
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.