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Boenning & Scattergood’s Global X US Preferred ETF PFFD Stock Holding History

Boenning & Scattergood’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
2022
Q4 		$377K Buy
+16,053
New +$320K 0.06% 287
2022
Q2 		– Sell
-16,053
Closed -$377K – 395
2022
Q1 		$377K Buy
+16,053
New +$384K 0.06% 287

Other funds holding PFFD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Boenning & Scattergood's PFFD Position: Q4 2022 in Review

Boenning & Scattergood opened a new position in Global X US Preferred ETF (PFFD) in Q4 2022: 16,053 shares worth $377K. The stake represents 0.06% of the portfolio and ranks #287 among its holdings. This is a return to the name: Boenning & Scattergood previously reported a position in PFFD as recently as Q1 2022.

Boenning & Scattergood first reported a position in PFFD in Q1 2022 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

  • Boenning & Scattergood held 16,053 shares of Global X US Preferred ETF worth $377K as of Q4 2022.
  • Global X US Preferred ETF was a new Boenning & Scattergood position in Q4 2022.
  • Global X US Preferred ETF made up 0.06% of Boenning & Scattergood's portfolio in Q4 2022, its #287 holding.
  • Boenning & Scattergood first reported a position in Global X US Preferred ETF in Q1 2022 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.