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B.O.S.S. Retirement Advisors’s Global X US Preferred ETF PFFD Stock Holding History

B.O.S.S. Retirement 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
-15,909
Closed -$316K – 264
2023
Q1 		$316K Buy
15,909
+1,411
+10% +$29K 0.07% 188
2022
Q4 		$281K Buy
+14,498
New +$289K 0.07% 193

Other funds holding PFFD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B.O.S.S. Retirement Advisors's PFFD Position: Q2 2023 in Review

B.O.S.S. Retirement Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2023, closing a stake of 15,909 shares — an estimated $316K sold.

B.O.S.S. Retirement Advisors first reported a position in PFFD in Q4 2022 and held it in 2 quarters. The position peaked at $316K in Q1 2023. 223 funds tracked by Wall St. Rank hold PFFD as of Q2 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Global X US Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 15,909 Global X US Preferred ETF shares in Q2 2023, an estimated $316K.
  • B.O.S.S. Retirement Advisors first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Global X US Preferred ETF position peaked at $316K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.