Ownership history in SWS Partners · 10 quarters on record
This page tracks every 13F SEC filing in which SWS Partners reported a position in Global X US Preferred ETF (PFFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 301,078 | +7,401 | +2.5% | 1.38% | $5.7M | $18.71 |
| 2025 Q3 | ADDED | 293,677 | +28,263 | +10.6% | 1.39% | $5.7M | $18.83 |
| 2025 Q2 | ADDED | 265,414 | +40,379 | +17.9% | 1.35% | $5.0M | $17.96 |
| 2025 Q1 | REDUCED | 225,035 | -1 | -0.0% | 1.34% | $4.4M | $17.88 |
As of 2025 Q4 — sorted by position size