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Bard Financial Services’s Global X US Preferred ETF PFFD Stock Holding History

Bard Financial Services’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
Q3 		– Sell
-435,075
Closed -$8.44M – 280
2023
Q2 		$8.44M Sell
435,075
-6,250
-1% -$121K 0.64% 39
2023
Q1 		$8.76M Buy
441,325
+213,125
+93% +$4.38M 0.7% 36
2022
Q4 		$4.42M Buy
228,200
+22,000
+11% +$439K 0.38% 67
2022
Q3 		$4.23M Buy
206,200
+22,250
+12% +$481K 0.4% 61
2022
Q2 		$3.9M Sell
183,950
-4,800
-3% -$104K 0.36% 69
2022
Q1 		$4.44M Sell
188,750
-580,782
-75% -$13.9M 0.36% 70
2021
Q4 		$19.8M Buy
769,532
+45,792
+6% +$1.17M 1.6% 14
2021
Q3 		$18.6M Buy
723,740
+62,793
+10% +$1.63M 1.65% 14
2021
Q2 		$17.3M Buy
660,947
+35,560
+6% +$916K 1.54% 15
2021
Q1 		$16M Buy
625,387
+19,478
+3% +$494K 1.55% 14
2020
Q4 		$15.6M Buy
+605,909
New +$15.3M 1.57% 13

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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Bard Financial Services's PFFD Position: Q3 2023 in Review

Bard Financial Services sold out of Global X US Preferred ETF (PFFD) in Q3 2023, closing a stake of 435,075 shares — an estimated $8.44M sold.

Bard Financial Services first reported a position in PFFD in Q4 2020 and held it in 11 quarters. The position peaked at $19.8M in Q4 2021. 238 funds tracked by Wall St. Rank hold PFFD as of Q3 2023.

  • Bard Financial Services reported no remaining Global X US Preferred ETF position as of Q3 2023 after selling out during the quarter.
  • Bard Financial Services sold 435,075 Global X US Preferred ETF shares in Q3 2023, an estimated $8.44M.
  • Bard Financial Services first reported a position in Global X US Preferred ETF in Q4 2020 and held it in 11 quarters.
  • Bard Financial Services's Global X US Preferred ETF position peaked at $19.8M in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.