Antonetti Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Antonetti Capital 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 Q3	$81.2K	Sell	4,315 -100	-2%	-$1.91K	0.13%	76
2023 Q2	$85.6K	Hold	4,415	–	–	0.12%	72
2023 Q1	$87.7K	Hold	4,415	–	–	0.13%	67
2022 Q4	$85.5K	Sell	4,415 -1,400	-24%	-$27.9K	0.12%	72
2022 Q3	$119K	Sell	5,815 -400	-6%	-$8.65K	0.14%	55
2022 Q2	$132K	Sell	6,215 -125	-2%	-$2.71K	0.14%	55
2022 Q1	$149K	Sell	6,340 -1,575	-20%	-$37.7K	0.14%	60
2021 Q4	$204K	Buy	+7,915	New	+$203K	0.16%	82

Other funds holding PFFD

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

FAM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Antonetti Capital Management's PFFD Position: Q3 2023 in Review

Antonetti Capital Management reduced its Global X US Preferred ETF (PFFD) stake by 2.3% in Q3 2023, selling an estimated $1.91K and leaving 4,315 shares worth $81.2K. The position accounts for 0.13% of the portfolio, ranked #76.

Antonetti Capital Management first reported a position in PFFD in Q4 2021 and has held it in 8 quarters since. The position peaked at $204K in Q4 2021. 238 funds tracked by Wall St. Rank hold PFFD as of Q3 2023.

Antonetti Capital Management held 4,315 shares of Global X US Preferred ETF worth $81.2K as of Q3 2023.
Antonetti Capital Management sold 100 Global X US Preferred ETF shares in Q3 2023, an estimated $1.91K.
Global X US Preferred ETF made up 0.13% of Antonetti Capital Management's portfolio in Q3 2023, its #76 holding.
Antonetti Capital Management first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 8 quarters since.
Antonetti Capital Management's Global X US Preferred ETF position peaked at $204K in Q4 2021.
238 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.