Nelson Capital Management’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	$409K	Sell	22,219 -6,223	-22%	-$119K	0.05%	89
2025 Q4	$538K	Sell	28,442 -2,649	-9%	-$50.7K	0.06%	80
2025 Q3	$604K	Buy	31,091 +6,399	+26%	+$124K	0.07%	77
2025 Q2	$465K	Buy	24,692 +360	+1%	+$6.71K	0.06%	82
2025 Q1	$463K	Sell	24,332 -5,643	-19%	-$111K	0.08%	82
2024 Q4	$585K	Hold	29,975	–	–	0.1%	80
2024 Q3	$623K	Buy	29,975 +607	+2%	+$12.2K	0.1%	76
2024 Q2	$578K	Buy	29,368 +438	+2%	+$8.6K	0.1%	77
2024 Q1	$583K	Buy	28,930 +739	+3%	+$14.7K	0.11%	78
2023 Q4	$547K	Sell	28,191 -1,255	-4%	-$23.4K	0.12%	75
2023 Q3	$554K	Buy	29,446 +1,380	+5%	+$26.4K	0.14%	73
2023 Q2	$544K	Sell	28,066 -4,024	-13%	-$78K	0.14%	72
2023 Q1	$637K	Sell	32,090 -518	-2%	-$10.7K	0.18%	68
2022 Q4	$632K	Sell	32,608 -125	-0.4%	-$2.49K	0.19%	72
2022 Q3	$671K	Sell	32,733 -1,440	-4%	-$31.1K	0.2%	74
2022 Q2	$725K	Sell	34,173 -30,532	-47%	-$662K	0.2%	74
2022 Q1	$1.52M	Sell	64,705 -613	-0.9%	-$14.7K	0.3%	65
2021 Q4	$1.68M	Buy	65,318 +1,296	+2%	+$33.2K	0.31%	65
2021 Q3	$1.65M	Buy	64,022 +7,322	+13%	+$190K	0.33%	60
2021 Q2	$1.48M	Buy	56,700 +11,384	+25%	+$293K	0.3%	62
2021 Q1	$1.16M	Buy	+45,316	New	+$1.15M	0.25%	66