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Arden Trust’s Global X US Preferred ETF PFFD Stock Holding History

Arden Trust’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
2024
Q2 		$349K Buy
17,723
+852
+5% +$16.7K 0.05% 169
2024
Q1 		$340K Hold
16,871
– – 0.05% 183
2023
Q4 		$327K Buy
16,871
+4,354
+35% +$81K 0.05% 189
2023
Q3 		$235K Buy
+12,517
New +$239K 0.04% 218

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arden Trust's PFFD Position: Q2 2024 in Review

Arden Trust increased its Global X US Preferred ETF (PFFD) stake by 5.1% in Q2 2024, buying an estimated $16.7K and bringing the position to 17,723 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #169.

Arden Trust first reported a position in PFFD in Q3 2023 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

  • Arden Trust held 17,723 shares of Global X US Preferred ETF worth $349K as of Q2 2024.
  • Arden Trust bought 852 Global X US Preferred ETF shares in Q2 2024, an estimated $16.7K.
  • Global X US Preferred ETF made up 0.05% of Arden Trust's portfolio in Q2 2024, its #169 holding.
  • Arden Trust first reported a position in Global X US Preferred ETF in Q3 2023 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.