Foundations Investment Advisors’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	$293K	Sell	15,917 -2,525	-14%	-$48.3K	﹤0.01%	919
2025 Q4	$349K	Buy	18,442 +2,148	+13%	+$41.1K	﹤0.01%	844
2025 Q3	$317K	Buy	16,294 +689	+4%	+$13.3K	﹤0.01%	829
2025 Q2	$294K	Buy	+15,605	New	+$291K	﹤0.01%	749
2023 Q2	–	Sell	-96,535	Closed	-$1.92M	–	605
2023 Q1	$1.92M	Buy	96,535 +6,212	+7%	+$128K	0.07%	174
2022 Q4	$1.75M	Buy	90,323 +23,026	+34%	+$459K	0.07%	147
2022 Q3	$1.38M	Buy	67,297 +20,241	+43%	+$438K	0.06%	126
2022 Q2	$1M	Sell	47,056 -2,280	-5%	-$49.4K	0.04%	144
2022 Q1	$1.1M	Buy	49,336 +9,394	+24%	+$225K	0.04%	119
2021 Q4	$1.02M	Sell	39,942 -26,816	-40%	-$687K	0.04%	123
2021 Q3	$1.69M	Buy	66,758 +59,022	+763%	+$1.53M	0.07%	87
2021 Q2	$202K	Sell	7,736 -339	-4%	-$8.73K	0.01%	288
2021 Q1	$207K	Buy	+8,075	New	+$205K	0.01%	211
2020 Q3	–	Sell	-13,681	Closed	-$324K	–	178
2020 Q2	$324K	Buy	+13,681	New	+$319K	0.03%	132