Wealth Enhancement Advisory Services’s Global X US Preferred ETF PFFD Stock Holding History

Wealth Enhancement Advisory Services’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	$754K	Sell	43,156 -59,224	-58%	-$1.09M	﹤0.01%	2411
2026 Q2	$1.91M	Buy	102,380 +3,735	+4%	+$70.4K	﹤0.01%	1600
2026 Q1	$1.82M	Sell	98,645 -8,172	-8%	-$156K	﹤0.01%	1443
2025 Q4	$2.06M	Buy	106,817 +12,114	+13%	+$232K	﹤0.01%	1502
2025 Q3	$1.85M	Buy	94,703 +78,051	+469%	+$1.51M	﹤0.01%	1486
2025 Q2	$317K	Sell	16,652 -8,828	-35%	-$165K	﹤0.01%	2594
2025 Q1	$485K	Sell	25,480 -23,053	-47%	-$453K	﹤0.01%	2094
2024 Q4	$947K	Buy	48,533 +21,470	+79%	+$437K	﹤0.01%	1579
2024 Q3	$562K	Buy	27,063 +2,676	+11%	+$53.9K	﹤0.01%	1753
2024 Q2	$480K	Sell	24,387 -1,905	-7%	-$37.4K	﹤0.01%	1672
2024 Q1	$530K	Sell	26,292 -2,421	-8%	-$48.3K	﹤0.01%	1549
2023 Q4	$557K	Buy	28,713 +18,400	+178%	+$342K	﹤0.01%	1437
2023 Q3	$194K	Buy	+10,313	New	+$197K	﹤0.01%	2012

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services's PFFD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Global X US Preferred ETF (PFFD) stake by 58% in Q3 2026, selling an estimated $1.09M and leaving 43,156 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Wealth Enhancement Advisory Services first reported a position in PFFD in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.06M in Q4 2025. 27 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Wealth Enhancement Advisory Services held 43,156 shares of Global X US Preferred ETF worth $754K as of Q3 2026.
Wealth Enhancement Advisory Services sold 59,224 Global X US Preferred ETF shares in Q3 2026, an estimated $1.09M.
Global X US Preferred ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2411 holding.
Wealth Enhancement Advisory Services first reported a position in Global X US Preferred ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Global X US Preferred ETF position peaked at $2.06M in Q4 2025.
27 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.