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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
16,652
-8,828
-35% -$168K ﹤0.01% 2577
2025
Q1
$485K Sell
25,480
-23,053
-47% -$439K ﹤0.01% 2082
2024
Q4
$947K Buy
48,533
+21,470
+79% +$419K ﹤0.01% 1567
2024
Q3
$562K Buy
27,063
+2,676
+11% +$55.6K ﹤0.01% 1741
2024
Q2
$480K Sell
24,387
-1,905
-7% -$37.5K ﹤0.01% 1670
2024
Q1
$530K Sell
26,292
-2,421
-8% -$48.8K ﹤0.01% 1549
2023
Q4
$557K Buy
28,713
+18,400
+178% +$357K ﹤0.01% 1435
2023
Q3
$194K Buy
+10,313
New +$194K ﹤0.01% 2004