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Wealthcare Advisory Partners’s Global X US Preferred ETF PFFD Stock Holding History

Wealthcare Advisory Partners’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 		$835K Buy
44,685
+10,228
+30% +$193K 0.02% 565
2026
Q1 		$634K Buy
34,457
+4,630
+16% +$88.6K 0.01% 632
2025
Q4 		$564K Buy
29,827
+3,984
+15% +$76.2K 0.01% 657
2025
Q3 		$502K Buy
25,843
+1,671
+7% +$32.3K 0.01% 679
2025
Q2 		$455K Buy
24,172
+2,954
+14% +$55K 0.01% 667
2025
Q1 		$404K Buy
21,218
+1,539
+8% +$30.2K 0.01% 640
2024
Q4 		$384K Buy
19,679
+2,118
+12% +$43.1K 0.01% 637
2024
Q3 		$365K Buy
17,561
+4,359
+33% +$87.7K 0.01% 654
2024
Q2 		$260K Buy
+13,202
New +$259K 0.01% 721

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return