RVW Wealth’s Global X US Preferred ETF PFFD Stock Holding History

RVW Wealth’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$267K	Sell	15,155 -41	-0.3%	-$753	0.02%	161
2026 Q2	$284K	Hold	15,196	–	–	0.02%	152
2026 Q1	$280K	Hold	15,196	–	–	0.02%	147
2025 Q4	$287K	Sell	15,196 -5,607	-27%	-$107K	0.02%	144
2025 Q3	$404K	Hold	20,803	–	–	0.03%	124
2025 Q2	$392K	Hold	20,803	–	–	0.03%	119
2025 Q1	$396K	Hold	20,803	–	–	0.04%	109
2024 Q4	$406K	Hold	20,803	–	–	0.04%	104
2024 Q3	$432K	Sell	20,803 -926	-4%	-$18.6K	0.04%	102
2024 Q2	$428K	Sell	21,729 -17,017	-44%	-$334K	0.04%	99
2024 Q1	$781K	Buy	38,746 +160	+0.4%	+$3.19K	0.08%	76
2023 Q4	$749K	Sell	38,586 -772	-2%	-$14.4K	0.08%	79
2023 Q3	$740K	Sell	39,358 -1,493	-4%	-$28.5K	0.09%	78
2023 Q2	$792K	Buy	40,851 +2,777	+7%	+$53.8K	0.09%	81
2023 Q1	$756K	Sell	38,074 -11,884	-24%	-$244K	0.09%	84
2022 Q4	$968K	Sell	49,958 -13,244	-21%	-$264K	0.12%	76
2022 Q3	$1.3M	Buy	63,202 +695	+1%	+$15K	0.18%	67
2022 Q2	$1.33M	Sell	62,507 -6,133	-9%	-$133K	0.18%	67
2022 Q1	$1.61M	Sell	68,640 -32,908	-32%	-$788K	0.19%	58
2021 Q4	$2.62M	Sell	101,548 -507	-0.5%	-$13K	0.29%	48
2021 Q3	$3M	Buy	102,055 +34,066	+50%	+$886K	0.36%	43
2021 Q2	$2M	Buy	67,989 +22,752	+50%	+$586K	0.25%	48
2021 Q1	$1M	Buy	45,237 +23,036	+104%	+$584K	0.13%	91
2020 Q4	$1M	Buy	+22,201	New	+$562K	0.15%	82

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

RVW Wealth's PFFD Position: Q3 2026 in Review

RVW Wealth reduced its Global X US Preferred ETF (PFFD) stake by 0.27% in Q3 2026, selling an estimated $753 and leaving 15,155 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #161.

RVW Wealth first reported a position in PFFD in Q4 2020 and has held it in 24 quarters since. The position peaked at $3M in Q3 2021. 27 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

RVW Wealth held 15,155 shares of Global X US Preferred ETF worth $267K as of Q3 2026.
RVW Wealth sold 41 Global X US Preferred ETF shares in Q3 2026, an estimated $753.
Global X US Preferred ETF made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #161 holding.
RVW Wealth first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 24 quarters since.
RVW Wealth's Global X US Preferred ETF position peaked at $3M in Q3 2021.
27 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.