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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Hold
29,000
0.09% 117
2025
Q1
$552K Buy
29,000
+1,000
+4% +$19K 0.09% 102
2024
Q4
$546K Buy
28,000
+6,500
+30% +$127K 0.09% 111
2024
Q3
$447K Buy
+21,500
New +$447K 0.07% 128