RW
PFFD icon

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
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 $5.27B AUM 16.18% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return