Wealth Enhancement Advisory Services’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
$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