BWP
PFFD icon

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

Baldwin 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
2024
Q4 		– Sell
-15,189
Closed -$316K – 792
2024
Q3 		$316K Buy
+15,189
New +$306K 0.02% 265

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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

Baldwin Wealth Partners's PFFD Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Global X US Preferred ETF (PFFD) in Q4 2024, closing a stake of 15,189 shares — an estimated $316K sold.

Baldwin Wealth Partners first reported a position in PFFD in Q3 2024 and held it in 1 quarter. The position peaked at $316K in Q3 2024. 293 funds tracked by Wall St. Rank hold PFFD as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Global X US Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 15,189 Global X US Preferred ETF shares in Q4 2024, an estimated $316K.
  • Baldwin Wealth Partners first reported a position in Global X US Preferred ETF in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Global X US Preferred ETF position peaked at $316K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.