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

Arete Wealth 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
2023 Q2	–	Sell	-5,006	Closed	-$372K	–	728
2023 Q1	$372K	Sell	5,006 -463	-8%	-$9.52K	0.03%	414
2022 Q4	$459K	Buy	+5,469	New	+$109K	0.04%	345

Other funds holding PFFD

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

OWM

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

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

Arete Wealth Advisors's PFFD Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2023, closing a stake of 5,006 shares — an estimated $372K sold.

Arete Wealth Advisors first reported a position in PFFD in Q4 2022 and held it in 2 quarters. The position peaked at $459K in Q4 2022. 223 funds tracked by Wall St. Rank hold PFFD as of Q2 2023.

Arete Wealth Advisors reported no remaining Global X US Preferred ETF position as of Q2 2023 after selling out during the quarter.
Arete Wealth Advisors sold 5,006 Global X US Preferred ETF shares in Q2 2023, an estimated $372K.
Arete Wealth Advisors first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 2 quarters.
Arete Wealth Advisors's Global X US Preferred ETF position peaked at $459K in Q4 2022.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.