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Accurate Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-3,192
Closed -$65.5K – 1073
2022
Q4 		$65.5K Sell
3,192
-8,472
-73% -$169K 0.02% 392
2022
Q3 		$247K Buy
+11,664
New +$252K 0.1% 155
2022
Q2 		– Sell
-10,145
Closed -$238K – 188
2022
Q1 		$238K Buy
+10,145
New +$243K 0.11% 148

Other funds holding PFFD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Accurate Wealth Management's PFFD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q1 2023, closing a stake of 3,192 shares — an estimated $65.5K sold.

Accurate Wealth Management first reported a position in PFFD in Q1 2022 and held it in 3 quarters. The position peaked at $247K in Q3 2022. 228 funds tracked by Wall St. Rank hold PFFD as of Q1 2023.

  • Accurate Wealth Management reported no remaining Global X US Preferred ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 3,192 Global X US Preferred ETF shares in Q1 2023, an estimated $65.5K.
  • Accurate Wealth Management first reported a position in Global X US Preferred ETF in Q1 2022 and held it in 3 quarters.
  • Accurate Wealth Management's Global X US Preferred ETF position peaked at $247K in Q3 2022.
  • 228 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.