Advisors Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Advisors Asset 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 Q4	–	Sell	-3,032	Closed	-$57K	–	1434
2023 Q3	$57K	Sell	3,032 -4,779	-61%	-$91.4K	﹤0.01%	1267
2023 Q2	$151K	Sell	7,811 -84	-1%	-$1.63K	﹤0.01%	1162
2023 Q1	$157K	Sell	7,895 -145	-2%	-$2.98K	﹤0.01%	1158
2022 Q4	$156K	Buy	8,040 +471	+6%	+$9.4K	﹤0.01%	1167
2022 Q3	$155K	Buy	7,569 +2,882	+61%	+$62.3K	﹤0.01%	1186
2022 Q2	$99K	Buy	+4,687	New	+$102K	﹤0.01%	1289

Other funds holding PFFD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Advisors Asset Management's PFFD Position: Q4 2023 in Review

Advisors Asset Management sold out of Global X US Preferred ETF (PFFD) in Q4 2023, closing a stake of 3,032 shares — an estimated $57K sold.

Advisors Asset Management first reported a position in PFFD in Q2 2022 and held it in 6 quarters. The position peaked at $157K in Q1 2023. 265 funds tracked by Wall St. Rank hold PFFD as of Q4 2023.

Advisors Asset Management reported no remaining Global X US Preferred ETF position as of Q4 2023 after selling out during the quarter.
Advisors Asset Management sold 3,032 Global X US Preferred ETF shares in Q4 2023, an estimated $57K.
Advisors Asset Management first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 6 quarters.
Advisors Asset Management's Global X US Preferred ETF position peaked at $157K in Q1 2023.
265 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2023.

Based on Advisors Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.