AE Wealth Management’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	$106K	Sell	5,769 -3,943	-41%	-$75.4K	﹤0.01%	1783
2025 Q4	$184K	Sell	9,712 -1,401	-13%	-$26.8K	﹤0.01%	1539
2025 Q3	$216K	Buy	11,113 +213	+2%	+$4.12K	﹤0.01%	1358
2025 Q2	$205K	Buy	10,900 +463	+4%	+$8.63K	﹤0.01%	1301
2025 Q1	$199K	Buy	10,437 +312	+3%	+$6.13K	﹤0.01%	1279
2024 Q4	$198K	Sell	10,125 -1,134	-10%	-$23.1K	﹤0.01%	1278
2024 Q3	$234K	Buy	11,259 +145	+1%	+$2.92K	﹤0.01%	1118
2024 Q2	$219K	Sell	11,114 -1,139	-9%	-$22.4K	﹤0.01%	1135
2024 Q1	$247K	Sell	12,253 -35,418	-74%	-$706K	﹤0.01%	1026
2023 Q4	$953K	Sell	47,671 -156,045	-77%	-$2.9M	﹤0.01%	1173
2023 Q3	$3.83M	Sell	203,716 -21,584	-10%	-$413K	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%	-$109K	0.04%	480
2022 Q4	$5.65M	Sell	291,809 -21,779	-7%	-$435K	0.04%	442
2022 Q3	$6.43M	Sell	313,588 -22,558	-7%	-$488K	0.05%	374
2022 Q2	$7.13M	Sell	336,146 -101,407	-23%	-$2.2M	0.06%	344
2022 Q1	$10.3M	Buy	437,553 +40,560	+10%	+$971K	0.07%	277
2021 Q4	$10.2M	Buy	396,993 +20,653	+5%	+$529K	0.07%	260
2021 Q3	$9.7M	Buy	376,340 +34,079	+10%	+$886K	0.08%	245
2021 Q2	$8.96M	Buy	342,261 +52,829	+18%	+$1.36M	0.08%	242
2021 Q1	$7.38M	Buy	289,432 +26,350	+10%	+$668K	0.07%	258
2020 Q4	$6.79M	Sell	263,082 -26,804	-9%	-$679K	0.08%	233
2020 Q3	$7.18M	Sell	289,886 -2,649	-0.9%	-$64.9K	0.1%	179
2020 Q2	$6.88M	Sell	292,535 -17,024	-5%	-$396K	0.11%	183
2020 Q1	$6.77M	Buy	309,559 +126,878	+69%	+$3.06M	0.16%	130
2019 Q4	$4.57M	Buy	+182,681	New	+$4.56M	0.1%	191