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

Alaethes Wealth’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	-138,796	Closed	-$2.69M	–	110
2022 Q4	$2.69M	Buy	138,796 +16,054	+13%	+$320K	1.85%	7
2022 Q3	$2.52M	Sell	122,742 -3,875	-3%	-$83.8K	1.85%	8
2022 Q2	$2.69M	Sell	126,617 -38,216	-23%	-$828K	1.99%	7
2022 Q1	$3.87M	Buy	164,833 +3,496	+2%	+$83.7K	2.46%	6
2021 Q4	$4.16M	Buy	161,337 +17,268	+12%	+$442K	2.62%	6
2021 Q3	$3.71M	Buy	144,069 +16,440	+13%	+$427K	2.7%	5
2021 Q2	$3.34M	Buy	127,629 +11,751	+10%	+$303K	2.58%	5
2021 Q1	$2.96M	Buy	+115,878	New	+$2.94M	2.74%	5

Other funds holding PFFD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $980M AUM 9.86% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Alaethes Wealth's PFFD Position: Q1 2023 in Review

Alaethes Wealth sold out of Global X US Preferred ETF (PFFD) in Q1 2023, closing a stake of 138,796 shares — an estimated $2.69M sold.

Alaethes Wealth first reported a position in PFFD in Q1 2021 and held it in 8 quarters. The position peaked at $4.16M in Q4 2021. 227 funds tracked by Wall St. Rank hold PFFD as of Q1 2023.

Alaethes Wealth reported no remaining Global X US Preferred ETF position as of Q1 2023 after selling out during the quarter.
Alaethes Wealth sold 138,796 Global X US Preferred ETF shares in Q1 2023, an estimated $2.69M.
Alaethes Wealth first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 8 quarters.
Alaethes Wealth's Global X US Preferred ETF position peaked at $4.16M in Q4 2021.
227 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2023.

Based on Alaethes Wealth's 13F filing for Q1 2023, filed 16 May 2023.