Steward Partners Investment Advisory’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	$12.6M	Buy	685,457 +17,381	+3%	+$332K	0.06%	282
2025 Q4	$12.6M	Buy	668,076 +7,627	+1%	+$146K	0.07%	252
2025 Q3	$12.8M	Buy	660,449 +24,778	+4%	+$479K	0.07%	231
2025 Q2	$12M	Buy	635,671 +32,581	+5%	+$607K	0.09%	219
2025 Q1	$11.5M	Buy	603,090 +44,865	+8%	+$881K	0.1%	199
2024 Q4	$10.9M	Buy	558,225 +7,767	+1%	+$158K	0.1%	206
2024 Q3	$11.4M	Buy	550,458 +15,360	+3%	+$309K	0.11%	191
2024 Q2	$10.5M	Buy	535,098 +84,795	+19%	+$1.66M	0.11%	181
2024 Q1	$9.08M	Buy	450,303 +32,817	+8%	+$655K	0.1%	213
2023 Q4	$8.1M	Buy	417,486 +186,258	+81%	+$3.47M	0.11%	200
2023 Q3	$4.35M	Buy	231,228 +8,898	+4%	+$170K	0.07%	284
2023 Q2	$4.31M	Buy	222,330 +17,879	+9%	+$347K	0.06%	295
2023 Q1	$4.06M	Buy	+204,451	New	+$4.2M	0.07%	298
2022 Q3	–	Sell	-300	Closed	-$6K	–	3340
2022 Q2	$6K	Buy	300 +150	+100%	+$3.25K	﹤0.01%	2704
2022 Q1	$4K	Sell	150 -14,389	-99%	-$344K	﹤0.01%	2972
2021 Q4	$375K	Sell	14,539 -1,432	-9%	-$36.7K	0.01%	1052
2021 Q3	$411K	Sell	15,971 -2	-0%	-$52	0.01%	979
2021 Q2	$418K	Buy	15,973 +8,323	+109%	+$214K	0.01%	1005
2021 Q1	$195K	Buy	7,650 +400	+6%	+$10.1K	﹤0.01%	1317
2020 Q4	$187K	Buy	7,250 +3,100	+75%	+$78.5K	﹤0.01%	1100
2020 Q3	$103K	Buy	+4,150	New	+$102K	﹤0.01%	1212