OWM
Orgel Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131M | Buy |
+6,963,093
| New | +$131M | 3.16% | 13 |
|
|
2024
Q4 | – | Sell |
-2,233,236
| Closed | -$46.4M | – | 91 |
|
|
2024
Q3 | $46.4M | Buy |
2,233,236
+195,514
| +10% | +$4.06M | 1.16% | 22 |
|
|
2024
Q2 | $40.1M | Buy |
2,037,722
+183,307
| +10% | +$3.61M | 1.08% | 22 |
|
|
2024
Q1 | $37.4M | Buy |
1,854,415
+96,209
| +5% | +$1.94M | 1.03% | 21 |
|
|
2023
Q4 | $34.1M | Sell |
1,758,206
-2,913,812
| -62% | -$56.5M | 1.01% | 22 |
|
|
2023
Q3 | $87.9M | Buy |
4,672,018
+32,941
| +0.7% | +$620K | 2.97% | 10 |
|
|
2023
Q2 | $90M | Buy |
4,639,077
+178,770
| +4% | +$3.47M | 2.97% | 10 |
|
|
2023
Q1 | $88.6M | Sell |
4,460,307
-2,300,090
| -34% | -$45.7M | 3.17% | 10 |
|
|
2022
Q4 | $131M | Buy |
6,760,397
+761,812
| +13% | +$14.8M | 5.04% | 6 |
|
|
2022
Q3 | $123M | Buy |
+5,998,585
| New | +$123M | 6.07% | 6 |
|