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 $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

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