PWM
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Puff Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
62,759
+1,490
+2% +$26.5K 0.81% 18
2025
Q1
$1.08M Buy
61,269
+421
+0.7% +$7.41K 1.01% 15
2024
Q4
$1.08M Buy
+60,848
New +$1.08M 1.88% 18