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 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

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return