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

Integral Investment 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	$682K	Sell	36,491 -500	-1%	-$9.43K	0.15%	91
2026 Q1	$681K	Hold	36,991	–	–	0.17%	90
2025 Q4	$700K	Buy	36,991 +1,149	+3%	+$22K	0.17%	87
2025 Q3	$696K	Sell	35,842 -1,809	-5%	-$34.9K	0.19%	86
2025 Q2	$709K	Hold	37,651	–	–	0.2%	78
2025 Q1	$717K	Buy	37,651 +5,143	+16%	+$101K	0.23%	79
2024 Q4	$634K	Buy	32,508 +6,200	+24%	+$126K	0.21%	83
2024 Q3	$547K	Buy	26,308 +2,161	+9%	+$43.5K	0.18%	96
2024 Q2	$477K	Sell	24,147 -6,944	-22%	-$136K	0.18%	95
2024 Q1	$632K	Buy	+31,091	New	+$620K	0.26%	76

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return