Brookstone Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

Brookstone Capital Management’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	-56,162	Closed	-$1.07M	–	866
2023 Q2	$1.07M	Buy	56,162 +2,154	+4%	+$41.8K	0.02%	420
2023 Q1	$1.08M	Sell	54,008 -8,303	-13%	-$171K	0.02%	439
2022 Q4	$1.28M	Sell	62,311 -7,554	-11%	-$151K	0.03%	385
2022 Q3	$1.38M	Sell	69,865 -4,974	-7%	-$108K	0.03%	343
2022 Q2	$1.6M	Sell	74,839 -13,799	-16%	-$299K	0.04%	323
2022 Q1	$1.99M	Sell	88,638 -2,446,784	-97%	-$58.6M	0.04%	285
2021 Q4	$64.3M	Sell	2,535,422 -274,880	-10%	-$7.04M	1.11%	16
2021 Q3	$72.2M	Buy	2,810,302 +47,215	+2%	+$1.23M	1.3%	13
2021 Q2	$71.9M	Buy	+2,763,087	New	+$71.2M	1.29%	13

Other funds holding PFFD

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Brookstone Capital Management's PFFD Position: Q3 2023 in Review

Brookstone Capital Management sold out of Global X US Preferred ETF (PFFD) in Q3 2023, closing a stake of 56,162 shares — an estimated $1.07M sold.

Brookstone Capital Management first reported a position in PFFD in Q2 2021 and held it in 9 quarters. The position peaked at $72.2M in Q3 2021. 238 funds tracked by Wall St. Rank hold PFFD as of Q3 2023.

Brookstone Capital Management reported no remaining Global X US Preferred ETF position as of Q3 2023 after selling out during the quarter.
Brookstone Capital Management sold 56,162 Global X US Preferred ETF shares in Q3 2023, an estimated $1.07M.
Brookstone Capital Management first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 9 quarters.
Brookstone Capital Management's Global X US Preferred ETF position peaked at $72.2M in Q3 2021.
238 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2023.

Based on Brookstone Capital Management's 13F filing for Q3 2023, filed 20 Oct 2023.