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Global Wealth Strategies & Associates’s Global X US Preferred ETF PFFD Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-717
Closed -$13.2K – 347
2026
Q1 		$13.2K Hold
717
– – ﹤0.01% 292
2025
Q4 		$13.6K Hold
717
– – ﹤0.01% 280
2025
Q3 		$13.9K Hold
717
– – ﹤0.01% 253
2025
Q2 		$13.5K Hold
717
– – ﹤0.01% 198
2025
Q1 		$13.7K Sell
717
-1,400
-66% -$27.5K ﹤0.01% 221
2024
Q4 		$41.3K Hold
2,117
– – 0.01% 120
2024
Q3 		$44K Sell
2,117
-1,000
-32% -$20.1K 0.01% 104
2024
Q2 		$61.3K Sell
3,117
-8
-0.3% -$157 0.02% 79
2024
Q1 		$63K Sell
3,125
-157
-5% -$3.13K 0.02% 79
2023
Q4 		$63.7K Sell
3,282
-270,285
-99% -$5.03M 0.03% 72
2023
Q3 		$5.15M Buy
273,567
+48,269
+21% +$923K 2.4% 12
2023
Q2 		$4.37M Buy
225,298
+16,949
+8% +$329K 2.05% 14
2023
Q1 		$4.14M Buy
+208,349
New +$4.28M 2.14% 14

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
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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