Change Path, LLC reports 3.48% increase in ownership of PFFD / Global X Funds - Global X U.S. Preferred ETF - 13F, 13D, 13G Filings

글로벌 X 펀드 - 글로벌 X 미국 우선 ETF

PE ˙ BVL ˙ US37954Y6573

Security	PE:PFFD / Global X Funds - Global X U.S. Preferred ETF
Institution	Change Path, LLC
Latest Disclosed Ownership	77,626 shares
Latest Disclosed Value	$ 1,428,309

Change Path, LLC reports 3.48% increase in ownership of PFFD / Global X Funds - Global X U.S. Preferred ETF

On May 15, 2026 - Change Path, LLC filed a 13F-HR form disclosing ownership of 77,626 shares of Global X Funds - Global X U.S. Preferred ETF (PE:PFFD) valued at $1,428,309 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 75,016 shares of Global X Funds - Global X U.S. Preferred ETF. This represents a change in shares of 3.48% 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 Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	77,626	2,610	3.48	1,428	0.71	0.0304
2026-02-13	2025-12-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	75,016	6,748	9.88	1,419	6.94	0.0344
2025-11-13	2025-09-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	68,268	-18,793	-21.59	1,326	-19.10	0.0324
2025-08-12	2025-06-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	87,061	3,299	3.94	1,639	2.82	0.0429
2025-05-14	2025-03-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	83,762	-324	-0.39	1,595	-2.80	0.0477
2025-02-13	2024-12-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	84,086	-11,333	-11.88	1,641	-17.26	0.0503
2024-11-13	2024-09-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	95,419	-5,897	-5.82	1,983	198,100.00	0.0674
2024-08-14	2024-06-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	101,316	-7,665	-7.03	2	-50.00	0.1010
2024-05-14	2024-03-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	108,981	6,357	6.19	2	100.00	0.0876
2024-02-09	2023-12-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	102,624	690	0.68	2	0.00	0.1275
2023-10-17	2023-09-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	101,934	-5,038	-4.71	2	-50.00	0.1380
2023-08-16	2023-06-30	13F/A-1	GLOBAL X FDS	US PFD ETF	37954Y657	106,972	6,717	6.70	2	100.00	0.0967
2023-08-14	2023-06-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	80,958	-19,297		2		0.0899
2023-05-15	2023-03-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	100,255	15,276	17.98	2	-99.94	0.0982
2023-02-15	2022-12-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	84,979	18,751	28.31	1,646	21.12	0.0907
2022-11-15	2022-09-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	66,228	-13,751	-17.19	1,359	-19.92	0.0817
2022-08-12	2022-06-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	79,979	-7,968	-9.06	1,697	-17.90	0.0919
2022-05-13	2022-03-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	87,947	-644	-0.73	2,067	-9.42	0.1071
2022-02-15	2021-12-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	88,591	-9,954	-10.10	2,282	-10.12	0.1127
2021-11-16	2021-09-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	98,545	-10,524	-9.65	2,539	-11.04	0.1491
2021-08-13	2021-06-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	109,069	25,969	31.25	2,854	34.62	0.1762
2021-05-17	2021-03-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	83,100	12,070	16.99	2,120	15.66	0.1604
2021-02-12	2020-12-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	71,030	19,208	37.07	1,833	42.87	0.1518
2020-11-13	2020-09-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	51,822	19,868	62.18	1,283	71.07	0.1781
2020-08-13	2020-06-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	31,954	5,088	18.94	750	27.55	0.1166
2020-05-14	2020-03-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	26,866	9,666	56.20	588	36.74	0.1123
2020-02-13	2019-12-31	13F	GLOBAL X FDS	US PFD ETF	37954Y657	17,200	4,674	37.31	430	36.94	0.0726
2019-11-12	2019-09-30	13F	GLOBAL X FDS	US PFD ETF	37954Y657	12,526	12,526		314		0.0606

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.