Acorn Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$550K	Sell	29,915 -230	-0.8%	-$4.4K	0.16%	126
2025 Q4	$570K	Sell	30,145 -506	-2%	-$9.68K	0.17%	122
2025 Q3	$596K	Buy	30,651 +24	+0.1%	+$464	0.19%	122
2025 Q2	$577K	Sell	30,627 -2,223	-7%	-$41.4K	0.21%	102
2025 Q1	$625K	Sell	32,850 -95	-0.3%	-$1.86K	0.26%	86
2024 Q4	$643K	Buy	32,945 +306	+0.9%	+$6.23K	0.27%	81
2024 Q3	$678K	Buy	32,639 +3,609	+12%	+$72.6K	0.29%	75
2024 Q2	$571K	Sell	29,030 -124	-0.4%	-$2.43K	0.28%	76
2024 Q1	$588K	Buy	29,154 +2,388	+9%	+$47.6K	0.31%	71
2023 Q4	$519K	Sell	26,766 -16	-0.1%	-$298	0.31%	74
2023 Q3	$504K	Buy	26,782 +183	+0.7%	+$3.5K	0.34%	71
2023 Q2	$516K	Buy	26,599 +1,156	+5%	+$22.4K	0.35%	72
2023 Q1	$505K	Sell	25,443 -62	-0.2%	-$1.27K	0.37%	65
2022 Q4	$494K	Hold	25,505	–	–	0.38%	61
2022 Q3	$523K	Sell	25,505 -848	-3%	-$18.3K	0.43%	54
2022 Q2	$559K	Buy	26,353 +89	+0.3%	+$1.93K	0.44%	53
2022 Q1	$617K	Sell	26,264 -50	-0.2%	-$1.2K	0.42%	56
2021 Q4	$678K	Buy	26,314 +722	+3%	+$18.5K	0.43%	52
2021 Q3	$659K	Buy	25,592 +318	+1%	+$8.27K	0.46%	51
2021 Q2	$661K	Buy	25,274 +213	+0.8%	+$5.49K	0.46%	53
2021 Q1	$639K	Buy	25,061 +3,260	+15%	+$82.7K	0.46%	53
2020 Q4	$562K	Buy	+21,801	New	+$552K	0.44%	54