American Portfolios Advisors’s Global X US Preferred ETF PFFD Stock Holding History

American Portfolios Advisors’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
2022 Q3	$221K	Sell	10,759 -13,999	-57%	-$303K	0.01%	982
2022 Q2	$525K	Sell	24,758 -8,717	-26%	-$189K	0.02%	641
2022 Q1	$787K	Buy	33,475 +5,648	+20%	+$135K	0.03%	564
2021 Q4	$717K	Sell	27,827 -2,952	-10%	-$75.6K	0.02%	593
2021 Q3	$793K	Buy	30,779 +14,398	+88%	+$374K	0.03%	535
2021 Q2	$429K	Buy	16,381 +244	+2%	+$6.29K	0.02%	783
2021 Q1	$412K	Buy	16,137 +7,131	+79%	+$181K	0.02%	731
2020 Q4	$232K	Buy	9,006 +5,006	+125%	+$127K	0.01%	839
2020 Q3	$99K	Buy	+4,000	New	+$98K	0.01%	1057

Other funds holding PFFD

OWM

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

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

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

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

CSIA

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

American Portfolios Advisors's PFFD Position: Q3 2022 in Review

American Portfolios Advisors reduced its Global X US Preferred ETF (PFFD) stake by 57% in Q3 2022, selling an estimated $303K and leaving 10,759 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #982.

American Portfolios Advisors first reported a position in PFFD in Q3 2020 and has held it in 9 quarters since. The position peaked at $793K in Q3 2021. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

American Portfolios Advisors held 10,759 shares of Global X US Preferred ETF worth $221K as of Q3 2022.
American Portfolios Advisors sold 13,999 Global X US Preferred ETF shares in Q3 2022, an estimated $303K.
Global X US Preferred ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #982 holding.
American Portfolios Advisors first reported a position in Global X US Preferred ETF in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's Global X US Preferred ETF position peaked at $793K in Q3 2021.
208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.