WCG Wealth Advisors’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	$357K	Buy	19,409 +23	+0.1%	+$440	0.01%	494
2025 Q4	$367K	Sell	19,386 -862	-4%	-$16.5K	0.01%	474
2025 Q3	$393K	Buy	20,248 +21	+0.1%	+$406	0.02%	315
2025 Q2	$381K	Sell	20,227 -208	-1%	-$3.88K	0.02%	316
2025 Q1	$389K	Sell	20,435 -1,406	-6%	-$27.6K	0.03%	255
2024 Q4	$426K	Buy	21,841 +347	+2%	+$7.07K	0.03%	274
2024 Q3	$447K	Buy	21,494 +1,351	+7%	+$27.2K	0.03%	281
2024 Q2	$396K	Sell	20,143 -12,329	-38%	-$242K	0.03%	255
2024 Q1	$655K	Buy	32,472 +3,640	+13%	+$72.6K	0.05%	207
2023 Q4	$559K	Sell	28,832 -6,587	-19%	-$123K	0.04%	240
2023 Q3	$715K	Sell	35,419 -6,168	-15%	-$118K	0.05%	223
2023 Q2	$811K	Buy	41,587 +2,317	+6%	+$44.9K	0.09%	121
2023 Q1	$780K	Sell	39,270 -6,895	-15%	-$142K	0.1%	122
2022 Q4	$894K	Buy	46,165 +5,480	+13%	+$109K	0.12%	116
2022 Q3	$945K	Sell	40,685 -3,850	-9%	-$83.2K	0.13%	130
2022 Q2	$945K	Buy	+44,535	New	+$965K	0.13%	124