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

Arkadios 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
2024
Q2 		– Sell
-14,573
Closed -$294K – 900
2024
Q1 		$294K Hold
14,573
– – 0.02% 547
2023
Q4 		$283K Sell
14,573
-9
-0.1% -$167 0.02% 546
2023
Q3 		$274K Buy
14,582
+75
+0.5% +$1.43K 0.03% 519
2023
Q2 		$281K Sell
14,507
-58
-0.4% -$1.12K 0.03% 462
2023
Q1 		$289K Hold
14,565
– – 0.03% 445
2022
Q4 		$282K Sell
14,565
-142
-1% -$2.83K 0.04% 425
2022
Q3 		$302K Sell
14,707
-801
-5% -$17.3K 0.05% 375
2022
Q2 		$329K Buy
15,508
+464
+3% +$10.1K 0.05% 374
2022
Q1 		$354K Sell
15,044
-758
-5% -$18.1K 0.05% 390
2021
Q4 		$407K Buy
15,802
+751
+5% +$19.2K 0.05% 378
2021
Q3 		$387K Buy
15,051
+500
+3% +$13K 0.06% 348
2021
Q2 		$380K Buy
+14,551
New +$375K 0.05% 392
2021
Q1 		– Sell
-1,500
Closed -$38K – 1722
2020
Q4 		$38K Buy
+1,500
New +$38K 0.01% 609

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.09B AUM 11.58% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 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 $424B AUM 22.9% 1-Year Est. Return

Arkadios Wealth Advisors's PFFD Position: Q2 2024 in Review

Arkadios Wealth Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2024, closing a stake of 14,573 shares — an estimated $294K sold.

Arkadios Wealth Advisors first reported a position in PFFD in Q4 2020 and held it in 13 quarters. The position peaked at $407K in Q4 2021. 260 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

  • Arkadios Wealth Advisors reported no remaining Global X US Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 14,573 Global X US Preferred ETF shares in Q2 2024, an estimated $294K.
  • Arkadios Wealth Advisors first reported a position in Global X US Preferred ETF in Q4 2020 and held it in 13 quarters.
  • Arkadios Wealth Advisors's Global X US Preferred ETF position peaked at $407K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.