CreativeOne Wealth’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	$1.43M	Buy	77,626 +2,610	+3%	+$49.9K	0.03%	452
2025 Q4	$1.42M	Buy	75,016 +6,748	+10%	+$129K	0.03%	429
2025 Q3	$1.33M	Sell	68,268 -18,793	-22%	-$363K	0.03%	440
2025 Q2	$1.64M	Buy	87,061 +3,299	+4%	+$61.5K	0.04%	394
2025 Q1	$1.59M	Sell	83,762 -324	-0.4%	-$6.36K	0.05%	352
2024 Q4	$1.64M	Sell	84,086 -11,333	-12%	-$231K	0.05%	331
2024 Q3	$1.98M	Sell	95,419 -5,897	-6%	-$119K	0.07%	267
2024 Q2	$1.99M	Sell	101,316 -7,665	-7%	-$150K	0.1%	197
2024 Q1	$2.2M	Buy	108,981 +6,357	+6%	+$127K	0.09%	216
2023 Q4	$1.99M	Buy	102,624 +690	+0.7%	+$12.8K	0.13%	156
2023 Q3	$1.92M	Sell	101,934 -5,038	-5%	-$96.3K	0.14%	146
2023 Q2	$2.07M	Buy	106,972 +6,717	+7%	+$130K	0.1%	202
2023 Q1	$1.99M	Buy	100,255 +15,276	+18%	+$314K	0.1%	187
2022 Q4	$1.65M	Buy	84,979 +18,751	+28%	+$374K	0.09%	198
2022 Q3	$1.36M	Sell	66,228 -13,751	-17%	-$297K	0.08%	209
2022 Q2	$1.7M	Sell	79,979 -7,968	-9%	-$173K	0.09%	176
2022 Q1	$2.07M	Sell	87,947 -644	-0.7%	-$15.4K	0.11%	156
2021 Q4	$2.28M	Sell	88,591 -9,954	-10%	-$255K	0.11%	161
2021 Q3	$2.54M	Sell	98,545 -10,524	-10%	-$274K	0.15%	125
2021 Q2	$2.85M	Buy	109,069 +25,969	+31%	+$669K	0.18%	113
2021 Q1	$2.12M	Buy	83,100 +12,070	+17%	+$306K	0.16%	112
2020 Q4	$1.83M	Buy	71,030 +19,208	+37%	+$486K	0.15%	109
2020 Q3	$1.28M	Buy	51,822 +19,868	+62%	+$487K	0.18%	87
2020 Q2	$750K	Buy	31,954 +5,088	+19%	+$118K	0.12%	105
2020 Q1	$588K	Buy	26,866 +9,666	+56%	+$233K	0.11%	89
2019 Q4	$430K	Buy	17,200 +4,674	+37%	+$117K	0.07%	118
2019 Q3	$314K	Buy	+12,526	New	+$311K	0.06%	130