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

Avior 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	$428K	Buy	22,915 +10,369	+83%	+$196K	0.01%	553
2026 Q1	$231K	Buy	12,546 +954	+8%	+$18.2K	0.01%	757
2025 Q4	$219K	Sell	11,592 -268	-2%	-$5.13K	0.01%	702
2025 Q3	$230K	Sell	11,860 -1,151	-9%	-$22.2K	0.01%	670
2025 Q2	$245K	Sell	13,011 -165	-1%	-$3.08K	0.01%	618
2025 Q1	$251K	Sell	13,176 -778	-6%	-$15.3K	0.01%	596
2024 Q4	$272K	Sell	13,954 -5	-0%	-$102	0.01%	612
2024 Q3	$290K	Buy	13,959 +1,666	+14%	+$33.5K	0.01%	595
2024 Q2	$242K	Buy	12,293 +5,375	+78%	+$105K	0.01%	625
2024 Q1	$139K	Buy	6,918 +4,673	+208%	+$93.2K	0.01%	825
2023 Q4	$43.6K	Sell	2,245 -6,763	-75%	-$126K	﹤0.01%	755
2023 Q3	$169K	Buy	9,008 +2,420	+37%	+$46.3K	0.01%	555
2023 Q2	$128K	Buy	6,588 +188	+3%	+$3.64K	0.01%	597
2023 Q1	$127K	Buy	+6,400	New	+$132K	0.01%	596

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return