TrueWealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

TrueWealth Advisors’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	$397K	Sell	22,585 -4,363	-16%	-$80.1K	0.09%	171
2026 Q2	$504K	Sell	26,948 -297	-1%	-$5.6K	0.11%	143
2026 Q1	$501K	Sell	27,245 -2,502	-8%	-$47.9K	0.13%	138
2025 Q4	$563K	Sell	29,747 -3,406	-10%	-$65.1K	0.15%	121
2025 Q3	$644K	Buy	33,153 +212	+0.6%	+$4.09K	0.17%	113
2025 Q2	$620K	Sell	32,941 -10,421	-24%	-$194K	0.18%	98
2025 Q1	$826K	Sell	43,362 -643	-1%	-$12.6K	0.27%	72
2024 Q4	$859K	Sell	44,005 -3,583	-8%	-$73K	0.29%	73
2024 Q3	$989K	Buy	47,588 +34	+0.1%	+$684	0.33%	65
2024 Q2	$936K	Sell	47,554 -1,862	-4%	-$36.5K	0.35%	58
2024 Q1	$996K	Sell	49,416 -16,836	-25%	-$336K	0.38%	54
2023 Q4	$1.29M	Sell	66,252 -6,217	-9%	-$116K	0.5%	40
2023 Q3	$1.36M	Buy	72,469 +4,055	+6%	+$77.5K	0.58%	35
2023 Q2	$1.33M	Buy	68,414 +2,492	+4%	+$48.3K	0.54%	38
2023 Q1	$1.31M	Buy	65,922 +11,582	+21%	+$238K	0.55%	41
2022 Q4	$1.05M	Buy	54,340 +12,933	+31%	+$258K	0.46%	45
2022 Q3	$849K	Buy	+41,407	New	+$895K	0.4%	51

Other funds holding PFFD

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

TrueWealth Advisors's PFFD Position: Q3 2026 in Review

TrueWealth Advisors reduced its Global X US Preferred ETF (PFFD) stake by 16% in Q3 2026, selling an estimated $80.1K and leaving 22,585 shares worth $397K. The position accounts for 0.09% of the portfolio, ranked #171.

TrueWealth Advisors first reported a position in PFFD in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.36M in Q3 2023. 26 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

TrueWealth Advisors held 22,585 shares of Global X US Preferred ETF worth $397K as of Q3 2026.
TrueWealth Advisors sold 4,363 Global X US Preferred ETF shares in Q3 2026, an estimated $80.1K.
Global X US Preferred ETF made up 0.09% of TrueWealth Advisors's portfolio in Q3 2026, its #171 holding.
TrueWealth Advisors first reported a position in Global X US Preferred ETF in Q3 2022 and has held it in 17 quarters since.
TrueWealth Advisors's Global X US Preferred ETF position peaked at $1.36M in Q3 2023.
26 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.