Tiller Private Wealth’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	$18.2M	Buy	990,412 +28,865	+3%	+$552K	6.48%	6
2025 Q4	$18.2M	Buy	961,547 +1,921	+0.2%	+$36.7K	6.47%	6
2025 Q3	$18.6M	Buy	959,626 +12,047	+1%	+$233K	6.63%	5
2025 Q2	$17.8M	Sell	947,579 -20,106	-2%	-$375K	6.78%	5
2025 Q1	$18.4M	Buy	967,685 +35,033	+4%	+$688K	7.68%	5
2024 Q4	$18.2M	Buy	932,652 +37,550	+4%	+$765K	7.71%	5
2024 Q3	$18.6M	Buy	895,102 +24,170	+3%	+$486K	7.71%	5
2024 Q2	$17.1M	Buy	870,932 +29,002	+3%	+$569K	7.52%	5
2024 Q1	$17M	Buy	841,930 +35,978	+4%	+$718K	7.58%	6
2023 Q4	$15.6M	Sell	805,952 -29,550	-4%	-$550K	7.83%	4
2023 Q3	$15.7M	Buy	835,502 +25,743	+3%	+$492K	8.55%	4
2023 Q2	$15.7M	Buy	809,759 +161,172	+25%	+$3.12M	8.55%	3
2023 Q1	$12.9M	Buy	648,587 +96,080	+17%	+$1.98M	7.22%	5
2022 Q4	$10.7M	Buy	552,507 +266,708	+93%	+$5.32M	6.32%	7
2022 Q3	$5.86M	Buy	285,799 +4,579	+2%	+$99K	3.77%	12
2022 Q2	$5.96M	Sell	281,220 -427,929	-60%	-$9.28M	3.66%	12
2022 Q1	$16.7M	Buy	709,149 +15,949	+2%	+$382K	9.61%	4
2021 Q4	$17.9M	Buy	693,200 +22,237	+3%	+$570K	11.27%	2
2021 Q3	$17.3M	Buy	670,963 +29,023	+5%	+$755K	13.03%	1
2021 Q2	$16.8M	Buy	641,940 +38,634	+6%	+$995K	17.91%	2
2021 Q1	$15.4M	Buy	603,306 +53,170	+10%	+$1.35M	19.23%	2
2020 Q4	$14.2M	Buy	+550,136	New	+$13.9M	19.18%	2