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Carmichael Hill & Associates’s Global X US Preferred ETF PFFD Stock Holding History

Carmichael Hill & Associates’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
Q3 		$9.21K Buy
443
+303
+216% +$6.1K ﹤0.01% 595
2024
Q2 		$2.76K Buy
+140
New +$2.75K ﹤0.01% 681

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carmichael Hill & Associates's PFFD Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Global X US Preferred ETF (PFFD) stake by 216% in Q3 2024, buying an estimated $6.1K and bringing the position to 443 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Carmichael Hill & Associates first reported a position in PFFD in Q2 2024 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold PFFD as of Q3 2024.

  • Carmichael Hill & Associates held 443 shares of Global X US Preferred ETF worth $9.21K as of Q3 2024.
  • Carmichael Hill & Associates bought 303 Global X US Preferred ETF shares in Q3 2024, an estimated $6.1K.
  • Global X US Preferred ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #595 holding.
  • Carmichael Hill & Associates first reported a position in Global X US Preferred ETF in Q2 2024 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.