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

SecurityPFFD / Global X Funds - Global X U.S. Preferred ETF
InstitutionWiley Bros.-aintree Capital, Llc
Latest Disclosed Ownership160,585 shares
Latest Disclosed Value $ 2,928,588
Wiley Bros.-aintree Capital, Llc reports 17.75% increase in ownership of PFFD / Global X Funds - Global X U.S. Preferred ETF

On May 15, 2026 - Wiley Bros.-aintree Capital, Llc filed a 13F-HR form disclosing ownership of 160,585 shares of Global X Funds - Global X U.S. Preferred ETF (US:PFFD) valued at $2,954,764 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 136,375 shares of Global X Funds - Global X U.S. Preferred ETF. This represents a change in shares of 17.75% during the quarter. The current value of the position is $3,025,421 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 160,585 24,210 17.75 2,929 13.58 0.0145
2026-02-17 2025-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 136,375 -24,879 -15.43 2,579 -17.71 0.0135
2025-11-14 2025-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 161,254 23,740 17.26 3,133 20.97 0.0201
2025-08-14 2025-06-30 13F GLOBAL X FDS US PFD ETF 37954Y657 137,514 16,087 13.25 2,591 11.98 0.0199
2025-05-15 2025-03-31 13F GLOBAL X FDS US PFD ETF 37954Y657 121,427 55,481 84.13 2,313 75.76 0.0246
2025-02-14 2024-12-31 13F GLOBAL X FDS US PFD ETF 37954Y657 65,946 39,506 149.42 1,316 133.33 0.0158
2024-11-14 2024-09-30 13F GLOBAL X FDS US PFD ETF 37954Y657 26,440 26,440 564 0.0109
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.