AWM
PFFD icon

Accel Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Accel Wealth Management’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
11,573
-13,751
-54% -$259K 0.05% 279
2026
Q1 		$466K Sell
25,324
-7,357
-23% -$141K 0.12% 158
2025
Q4 		$618K Sell
32,681
-7,508
-19% -$144K 0.17% 129
2025
Q3 		$781K Sell
40,189
-6,388
-14% -$123K 0.23% 102
2025
Q2 		$877K Sell
46,577
-14,265
-23% -$266K 0.29% 83
2025
Q1 		$1.16M Buy
60,842
+8,106
+15% +$159K 0.42% 64
2024
Q4 		$1.03M Buy
52,736
+4,205
+9% +$85.7K 0.39% 64
2024
Q3 		$1.01M Buy
48,531
+6,336
+15% +$128K 0.38% 68
2024
Q2 		$830K Sell
42,195
-6,928
-14% -$136K 0.33% 75
2024
Q1 		$990K Sell
49,123
-836
-2% -$16.7K 0.42% 62
2023
Q4 		$969K Sell
49,959
-24,770
-33% -$461K 0.49% 55
2023
Q3 		$1.41M Sell
74,729
-4,581
-6% -$87.6K 0.78% 38
2023
Q2 		$1.54M Buy
79,310
+7,574
+11% +$147K 0.85% 35
2023
Q1 		$1.42M Buy
71,736
+1,385
+2% +$28.5K 0.58% 48
2022
Q4 		$1.36M Buy
70,351
+2,718
+4% +$54.2K 0.65% 42
2022
Q3 		$1.41M Buy
67,633
+348
+0.5% +$7.53K 0.75% 35
2022
Q2 		$1.45M Sell
67,285
-1,941
-3% -$42.1K 0.83% 32
2022
Q1 		$1.62M Buy
69,226
+437
+0.6% +$10.5K 0.84% 33
2021
Q4 		$1.77M Buy
68,789
+24,183
+54% +$620K 0.87% 34
2021
Q3 		$1.15M Buy
44,606
+24,719
+124% +$643K 0.74% 40
2021
Q2 		$520K Buy
19,887
+14,399
+262% +$371K 0.34% 69
2021
Q1 		$140K Buy
5,488
+4,384
+397% +$111K 0.11% 173
2020
Q4 		$29K Buy
+1,104
New +$27.9K 0.03% 410

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return