Orgel Wealth 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
2025
Q3
$137M Buy
2025
Q2
$131M Buy
2024
Q4
Sell
2024
Q3
$46.4M Buy
2024
Q2
$40.1M Buy
2024
Q1
$37.4M Buy
2023
Q4
$34.1M Sell
2023
Q3
$87.9M Buy
2023
Q2
$90M Buy
2023
Q1
$88.6M Sell
2022
Q4
$131M Buy
2022
Q3
$123M Buy