Benjamin F. Edwards & Company’s Global X US Preferred ETF PFFD Stock Holding History

Benjamin F. Edwards & Company’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 Q2	–	Sell	-2,279	Closed	-$46K	–	2212
2024 Q1	$46K	Buy	2,279 +469	+26%	+$9.36K	﹤0.01%	1320
2023 Q4	$35K	Buy	+1,810	New	+$33.7K	﹤0.01%	1348
2023 Q1	–	Sell	-322	Closed	-$6K	–	1873
2022 Q4	$6K	Buy	322 +6	+2%	+$120	﹤0.01%	1539
2022 Q3	$6K	Buy	316 +4	+1%	+$86	﹤0.01%	1521
2022 Q2	$7K	Buy	+312	New	+$6.76K	﹤0.01%	1468

Other funds holding PFFD

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benjamin F. Edwards & Company's PFFD Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of Global X US Preferred ETF (PFFD) in Q2 2024, closing a stake of 2,279 shares — an estimated $46K sold.

Benjamin F. Edwards & Company first reported a position in PFFD in Q2 2022 and held it in 5 quarters. The position peaked at $46K in Q1 2024. 260 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

Benjamin F. Edwards & Company reported no remaining Global X US Preferred ETF position as of Q2 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 2,279 Global X US Preferred ETF shares in Q2 2024, an estimated $46K.
Benjamin F. Edwards & Company first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 5 quarters.
Benjamin F. Edwards & Company's Global X US Preferred ETF position peaked at $46K in Q1 2024.
260 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.