Modern Wealth Management’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
$241K Sell
12,808
-544,786
-98% -$10.3M 0.01% 666
2025
Q1
$10.6M Sell
557,594
-20,624
-4% -$393K 0.34% 71
2024
Q4
$11.3M Buy
578,218
+257,461
+80% +$5.02M 0.42% 59
2024
Q3
$6.67M Buy
+320,757
New +$6.67M 0.41% 48