Global X 基金 - Global X 美國優先 ETF
US ˙ ARCA ˙ US37954Y6573

SecurityPFFD / Global X Funds - Global X U.S. Preferred ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership11,339 shares
Latest Disclosed Value $ 208,638
IFP Advisors, Inc reports 17.84% decrease in ownership of PFFD / Global X Funds - Global X U.S. Preferred ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 11,339 shares of Global X Funds - Global X U.S. Preferred ETF (US:PFFD) valued at $208,638 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 13,801 shares of Global X Funds - Global X U.S. Preferred ETF. This represents a change in shares of -17.84% during the quarter. The current value of the position is $214,307 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.

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)
2026-04-13 2026-03-31 13F GLOBAL X FDS mc 37954Y657 11,339 -2,462 -17.84 209 -20.00 0.0043
2026-02-06 2025-12-31 13F GLOBAL X FDS mc 37954Y657 13,801 -456 -3.20 261 -6.14 0.0059
2026-02-06 2025-09-30 13F/A-1 GLOBAL X FDS US PFD ETF mc 37954Y657 14,257 -120 -0.83 277 2.59 0.0072
2025-12-02 2025-09-30 13F GLOBAL X FDS US PFD ETF mc 37954Y657 14,257 -120 277 0.0071
2025-07-24 2025-06-30 13F GLOBAL X FDS mc 37954Y657 14,377 -2,849 -16.54 271 -17.43 0.0077
2025-05-05 2025-03-31 13F GLOBAL X FDS mc 37954Y657 17,226 785 4.77 328 2.19 0.0101
2025-02-04 2024-12-31 13F GLOBAL X FDS mc 37954Y657 16,441 -329 -1.96 321 -8.05 0.0105
2025-02-04 2024-09-30 13F GLOBAL X FDS mc 37954Y657 16,770 601 3.72 348 9.43 0.0126
2024-07-30 2024-06-30 13F GLOBAL X FDS mc 37954Y657 16,169 2,630 19.43 318 16.91 0.0126
2024-07-30 2024-03-31 13F GLOBAL X FDS mc 37954Y657 13,539 -560 -3.97 273 -0.37 0.0120
2024-01-09 2023-12-31 13F GLOBAL X FDS mc 37954Y657 14,099 -9,950 -41.37 274 -39.60 0.0129
2023-10-12 2023-09-30 13F GLOBAL X FDS mc 37954Y657 24,049 139 0.58 452 -2.38 0.0203
2023-08-14 2023-06-30 13F/A-1 GLOBAL X FDS mc 37954Y657 23,910 231 0.98 464 -19.20 0.0194
2023-08-04 2023-06-30 13F GLOBAL X FDS mc 37954Y657 23,910 231 579 0.0268
2023-04-18 2023-03-31 13F GLOBAL X FDS mc 37954Y657 23,679 4,971 26.57 573 0.0249
2023-02-07 2022-12-31 13F GLOBAL X FDS mc 37954Y657 18,708 -1,004 -5.09 0 -100.00 0.0121
2022-11-08 2022-09-30 13F GLOBAL X FDS mc 37954Y657 19,712 -1,074 -5.17 478 -5.16 0.0125
2022-09-06 2022-06-30 13F/A-1 GLOBAL X FDS mc 37954Y657 20,786 0 0.00 504 0.00 0.0162
2022-08-12 2022-06-30 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 333 -20,453 8 0.0143
2022-09-06 2022-03-31 13F/A-1 GLOBAL X FDS mc 37954Y657 20,786 8,999 76.35 504 67.44 0.0162
2022-08-08 2022-03-31 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 15,206 3,419 371 0.0076
2022-01-12 2021-12-31 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 11,787 5 0.04 301 0.33 0.0059
2021-10-06 2021-09-30 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 11,782 301 2.62 300 0.67 0.0060
2021-07-13 2021-06-30 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 11,481 2,117 22.61 298 23.65 0.0062
2021-04-30 2021-03-31 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 9,364 4,325 85.83 241 85.38 0.0047
2021-01-25 2020-12-31 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 5,039 910 22.04 130 27.45 0.0053
2020-10-29 2020-09-30 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 4,129 -6 -0.15 102 5.15 0.0061
2020-08-05 2020-06-30 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 4,135 344 9.07 97 18.29 0.0077
2020-05-12 2020-03-31 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 3,791 -64 -1.66 82 -15.46 0.0083
2020-01-17 2019-12-31 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 3,855 -12 -0.31 97 1.04 0.0073
2019-11-07 2019-09-30 13F GLOBAL X FDS US PFD ETF CEF 37954Y657 3,867 3,867 96 0.0064
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.