Balboa Wealth Partners’s Global X US Preferred ETF PFFD Stock Holding History

Balboa Wealth Partners’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 Q4	–	Sell	-27,662	Closed	-$520K	–	310
2023 Q3	$520K	Buy	+27,662	New	+$529K	0.2%	96
2023 Q2	–	Sell	-13,267	Closed	-$263K	–	328
2023 Q1	$263K	Buy	+13,267	New	+$273K	0.1%	180

Other funds holding PFFD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $980M AUM 9.86% 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

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

Balboa Wealth Partners's PFFD Position: Q4 2023 in Review

Balboa Wealth Partners sold out of Global X US Preferred ETF (PFFD) in Q4 2023, closing a stake of 27,662 shares — an estimated $520K sold.

Balboa Wealth Partners first reported a position in PFFD in Q1 2023 and held it in 2 quarters. The position peaked at $520K in Q3 2023. 264 funds tracked by Wall St. Rank hold PFFD as of Q4 2023.

Balboa Wealth Partners reported no remaining Global X US Preferred ETF position as of Q4 2023 after selling out during the quarter.
Balboa Wealth Partners sold 27,662 Global X US Preferred ETF shares in Q4 2023, an estimated $520K.
Balboa Wealth Partners first reported a position in Global X US Preferred ETF in Q1 2023 and held it in 2 quarters.
Balboa Wealth Partners's Global X US Preferred ETF position peaked at $520K in Q3 2023.
264 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2023.

Based on Balboa Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.