Global X Funds - Global X U.S. Preferred ETF
US ˙ ARCA ˙ US37954Y6573

SecurityPFFD / Global X Funds - Global X U.S. Preferred ETF
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership182,964 shares
Latest Disclosed Value $ 3,366,617
Advisor Group Holdings, Inc. reports 41.80% increase in ownership of PFFD / Global X Funds - Global X U.S. Preferred ETF

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 182,964 shares of Global X Funds - Global X U.S. Preferred ETF (US:PFFD) valued at $3,366,538 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 129,033 shares of Global X Funds - Global X U.S. Preferred ETF. This represents a change in shares of 41.80% during the quarter. The current value of the position is $3,430,575 USD.

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)
2026-05-15 2026-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 182,964 53,931 41.80 3,367 37.95 0.0029
2026-02-17 2025-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 129,033 -81,568 -38.73 2,440 -40.25 0.0036
2025-11-14 2025-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 210,601 8,684 4.30 4,084 7.00 0.0057
2025-09-04 2025-06-30 13F/A-1 GLOBAL X FDS US PFD ETF 37954Y657 201,917 72,660 56.21 3,817 55.10 0.0068
2025-08-13 2025-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 210,966 81,709 4,070 0.0090
2025-05-12 2025-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 129,257 -27,319 -17.45 2,461 -19.42 0.0055
2025-06-06 2024-12-31 13F/A-1 GLOBAL X FDS US PFD ETF 37954Y657 156,576 -773 -0.49 3,055 -6.58 0.0069
2025-02-07 2024-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 158,744 1,395 3,255 0.0083
2024-11-13 2024-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 157,349 10,618 7.24 3,270 13.23 0.0074
2024-08-13 2024-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 146,731 -52,355 -26.30 2,888 -28.06 0.0068
2024-05-10 2024-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 199,086 -40,145 -16.78 4,014 -13.53 0.0090
2024-02-12 2023-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 239,231 -24,756 -9.38 4,641 -6.53 0.0081
2023-11-13 2023-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 263,987 70,183 36.21 4,966 32.22 0.0073
2023-08-21 2023-06-30 13F/A-1 GLOBAL X FDS US PFD ETF 37954Y657 193,804 3,670 1.93 3,756 -0.50 0.0067
2023-08-10 2023-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 223,540 33,406 3,726 0.0010
2023-05-12 2023-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 190,134 27,418 16.85 3,775 19.73 0.0071
2023-02-10 2022-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 162,716 -3,154 -1.90 3,153 -7.38 0.0064
2022-11-14 2022-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 165,870 -62,008 -27.21 3,403 -29.62 0.0078
2022-08-10 2022-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 227,878 -4,840 -2.08 4,835 -15.46 0.0107
2022-05-04 2022-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 232,718 2,586 1.12 5,719 -3.54 0.0111
2022-02-03 2021-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 230,132 35,864 18.46 5,929 18.49 0.0112
2021-11-05 2021-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 194,268 27,920 16.78 5,004 14.93 0.0104
2021-08-02 2021-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 166,348 83,183 100.02 4,354 105.09 0.0094
2021-05-13 2021-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 83,165 5,179 6.64 2,123 5.52 0.0051
2021-02-10 2020-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 77,986 21,109 37.11 2,012 42.80 0.0054
2020-11-12 2020-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 56,877 7,915 16.17 1,409 22.42 0.0042
2020-08-14 2020-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 48,962 -1,167 -2.33 1,151 5.02 0.0039
2020-05-18 2020-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 50,129 50,129 1,096 0.0045
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.