AE Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
10,900
+463
| +4% | +$8.72K | ﹤0.01% | 1301 |
|
|
2025
Q1 | $199K | Buy |
10,437
+312
| +3% | +$5.94K | ﹤0.01% | 1279 |
|
|
2024
Q4 | $198K | Sell |
10,125
-1,134
| -10% | -$22.1K | ﹤0.01% | 1278 |
|
|
2024
Q3 | $234K | Buy |
11,259
+145
| +1% | +$3.01K | ﹤0.01% | 1118 |
|
|
2024
Q2 | $219K | Sell |
11,114
-1,139
| -9% | -$22.4K | ﹤0.01% | 1134 |
|
|
2024
Q1 | $247K | Sell |
12,253
-35,418
| -74% | -$714K | ﹤0.01% | 1026 |
|
|
2023
Q4 | $953K | Sell |
47,671
-156,045
| -77% | -$3.12M | ﹤0.01% | 1172 |
|
|
2023
Q3 | $3.83M | Sell |
203,716
-21,584
| -10% | -$406K | 0.02% | 621 |
|
|
2023
Q2 | $4.37M | Sell |
225,300
-61,188
| -21% | -$1.19M | 0.03% | 584 |
|
|
2023
Q1 | $5.69M | Sell |
286,488
-5,321
| -2% | -$106K | 0.04% | 480 |
|
|
2022
Q4 | $5.65M | Sell |
291,809
-21,779
| -7% | -$422K | 0.04% | 442 |
|
|
2022
Q3 | $6.43M | Sell |
313,588
-22,558
| -7% | -$463K | 0.05% | 374 |
|
|
2022
Q2 | $7.13M | Sell |
336,146
-101,407
| -23% | -$2.15M | 0.06% | 344 |
|
|
2022
Q1 | $10.3M | Buy |
437,553
+40,560
| +10% | +$953K | 0.07% | 277 |
|
|
2021
Q4 | $10.2M | Buy |
396,993
+20,653
| +5% | +$532K | 0.07% | 260 |
|
|
2021
Q3 | $9.7M | Buy |
376,340
+34,079
| +10% | +$878K | 0.08% | 245 |
|
|
2021
Q2 | $8.96M | Buy |
342,261
+52,829
| +18% | +$1.38M | 0.08% | 241 |
|
|
2021
Q1 | $7.38M | Buy |
289,432
+26,350
| +10% | +$672K | 0.07% | 257 |
|
|
2020
Q4 | $6.79M | Sell |
263,082
-26,804
| -9% | -$692K | 0.08% | 232 |
|
|
2020
Q3 | $7.18M | Sell |
289,886
-2,649
| -0.9% | -$65.6K | 0.1% | 178 |
|
|
2020
Q2 | $6.88M | Sell |
292,535
-17,024
| -5% | -$400K | 0.11% | 182 |
|
|
2020
Q1 | $6.77M | Buy |
309,559
+126,878
| +69% | +$2.78M | 0.16% | 130 |
|
|
2019
Q4 | $4.57M | Buy |
+182,681
| New | +$4.57M | 0.1% | 191 |
|