Private Trust Company’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
$529K Sell
28,732
-1,200
-4% -$23K 0.05% 422
2025
Q4
$566K Hold
29,932
0.05% 393
2025
Q3
$582K Hold
29,932
0.05% 376
2025
Q2
$564K Sell
29,932
-3,530
-11% -$65.8K 0.05% 376
2025
Q1
$637K Sell
33,462
-3,352
-9% -$65.8K 0.07% 319
2024
Q4
$718K Sell
36,814
-2,955
-7% -$60.2K 0.07% 288
2024
Q3
$826K Buy
39,769
+7,156
+22% +$144K 0.08% 265
2024
Q2
$642K Sell
32,613
-934
-3% -$18.3K 0.07% 309
2024
Q1
$676K Buy
33,547
+2,824
+9% +$56.3K 0.07% 300
2023
Q4
$596K Buy
30,723
+6,835
+29% +$127K 0.07% 304
2023
Q3
$449K Buy
23,888
+10,517
+79% +$201K 0.06% 339
2023
Q2
$259K Buy
13,371
+3,268
+32% +$63.3K 0.03% 481
2023
Q1
$201K Hold
10,103
0.03% 541
2022
Q4
$196K Buy
10,103
+486
+5% +$9.7K 0.03% 516
2022
Q3
$197K Buy
9,617
+91
+1% +$1.97K 0.03% 483
2022
Q2
$202K Buy
+9,526
New +$207K 0.03% 487

Other funds holding PFFD