Barry Investment Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Barry Investment 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 Q1	–	Sell	-11,376	Closed	-$222K	–	122
2023 Q4	$222K	Buy	11,376 +134	+1%	+$2.49K	0.08%	100
2023 Q3	$211K	Sell	11,242 -1,734	-13%	-$33.1K	0.08%	105
2023 Q2	$252K	Buy	12,976 +123	+1%	+$2.38K	0.09%	105
2023 Q1	$255K	Buy	12,853 +114	+0.9%	+$2.35K	0.08%	98
2022 Q4	$247K	Buy	12,739 +117	+0.9%	+$2.33K	0.08%	100
2022 Q3	$259K	Buy	12,622 +106	+0.8%	+$2.29K	0.09%	95
2022 Q2	$265K	Buy	+12,516	New	+$271K	0.08%	105

Other funds holding PFFD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 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 $153M AUM 0.03% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Barry Investment Advisors's PFFD Position: Q1 2024 in Review

Barry Investment Advisors sold out of Global X US Preferred ETF (PFFD) in Q1 2024, closing a stake of 11,376 shares — an estimated $222K sold.

Barry Investment Advisors first reported a position in PFFD in Q2 2022 and held it in 7 quarters. The position peaked at $265K in Q2 2022. 256 funds tracked by Wall St. Rank hold PFFD as of Q1 2024.

Barry Investment Advisors reported no remaining Global X US Preferred ETF position as of Q1 2024 after selling out during the quarter.
Barry Investment Advisors sold 11,376 Global X US Preferred ETF shares in Q1 2024, an estimated $222K.
Barry Investment Advisors first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 7 quarters.
Barry Investment Advisors's Global X US Preferred ETF position peaked at $265K in Q2 2022.
256 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2024.

Based on Barry Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.