Collective Family Office’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 | $9.15M | Sell |
486,072
-15,993
| -3% | -$301K | 2.35% | 11 |
|
|
2025
Q1 | $9.56M | Buy |
502,065
+100,690
| +25% | +$1.92M | 2.58% | 11 |
|
|
2024
Q4 | $7.83M | Buy |
401,375
+13,886
| +4% | +$271K | 2.15% | 15 |
|
|
2024
Q3 | $8.05M | Buy |
387,489
+19,169
| +5% | +$398K | 2.19% | 15 |
|
|
2024
Q2 | $7.25M | Buy |
368,320
+91,130
| +33% | +$1.79M | 2.13% | 18 |
|
|
2024
Q1 | $5.59M | Buy |
277,190
+23,287
| +9% | +$469K | 1.81% | 17 |
|
|
2023
Q4 | $4.93M | Sell |
253,903
-109,189
| -30% | -$2.12M | 1.73% | 18 |
|
|
2023
Q3 | $6.83M | Buy |
363,092
+7,204
| +2% | +$136K | 2.66% | 8 |
|
|
2023
Q2 | $6.9M | Sell |
355,888
-52,662
| -13% | -$1.02M | 2.7% | 8 |
|
|
2023
Q1 | $8.11M | Buy |
408,550
+49,916
| +14% | +$991K | 3.35% | 4 |
|
|
2022
Q4 | $6.95M | Sell |
358,634
-40,127
| -10% | -$777K | 3.12% | 5 |
|
|
2022
Q3 | $8.18M | Buy |
398,761
+3,159
| +0.8% | +$64.8K | 4.07% | 2 |
|
|
2022
Q2 | $8.39M | Buy |
395,602
+74,406
| +23% | +$1.58M | 3.63% | 3 |
|
|
2022
Q1 | $7.55M | Sell |
321,196
-231,795
| -42% | -$5.45M | 2.88% | 4 |
|
|
2021
Q4 | $14.2M | Buy |
552,991
+53,763
| +11% | +$1.38M | 5.61% | 1 |
|
|
2021
Q3 | $12.9M | Buy |
499,228
+24,062
| +5% | +$620K | 5.53% | 1 |
|
|
2021
Q2 | $12.4M | Buy |
475,166
+72,420
| +18% | +$1.9M | 5.32% | 1 |
|
|
2021
Q1 | $10.3M | Buy |
402,746
+23,167
| +6% | +$591K | 5.01% | 1 |
|
|
2020
Q4 | $9.79M | Buy |
+379,579
| New | +$9.79M | 5.44% | 1 |
|