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PFFD icon

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

CoreCap Advisors’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 		$11.6K Hold
622
– – ﹤0.01% 2011
2026
Q1 		$11.4K Hold
622
– – ﹤0.01% 1907
2025
Q4 		$11.8K Sell
622
-234
-27% -$4.47K ﹤0.01% 1905
2025
Q3 		$16.6K Buy
856
+311
+57% +$6.01K ﹤0.01% 1739
2025
Q2 		$10.3K Hold
545
– – ﹤0.01% 1858
2025
Q1 		$10.4K Sell
545
-488
-47% -$9.58K ﹤0.01% 1795
2024
Q4 		$20.2K Sell
1,033
-2,071
-67% -$42.2K ﹤0.01% 1534
2024
Q3 		$64.5K Buy
3,104
+1,799
+138% +$36.2K ﹤0.01% 1086
2024
Q2 		$25.7K Buy
1,305
+135
+12% +$2.65K ﹤0.01% 826
2024
Q1 		$23.6K Buy
+1,170
New +$23.3K ﹤0.01% 1407
2022
Q4 		$25.1K Buy
+1,296
New +$25.9K ﹤0.01% 1211
2022
Q3 		– Sell
-3,184
Closed -$68K – 1632
2022
Q2 		$68K Buy
+3,184
New +$69K 0.01% 840
2022
Q1 		– Sell
-9,706
Closed -$250K – 1630
2021
Q4 		$250K Buy
+9,706
New +$249K 0.02% 481

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FTS
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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return