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PFFD icon

Castleview Partners’s Global X US Preferred ETF PFFD Stock Holding History

Castleview Partners’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 		– Sell
-102
Closed -$2.01K – 802
2024
Q2 		$2.01K Buy
102
+1
+1% +$20 ﹤0.01% 737
2024
Q1 		$2.03K Buy
101
+2
+2% +$40 ﹤0.01% 739
2023
Q4 		$1.93K Buy
+99
New +$1.84K ﹤0.01% 710

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 $152M AUM 0.51% 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 $980M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Castleview Partners's PFFD Position: Q3 2024 in Review

Castleview Partners sold out of Global X US Preferred ETF (PFFD) in Q3 2024, closing a stake of 102 shares — an estimated $2.01K sold.

Castleview Partners first reported a position in PFFD in Q4 2023 and held it in 3 quarters. The position peaked at $2.03K in Q1 2024. 267 funds tracked by Wall St. Rank hold PFFD as of Q3 2024.

  • Castleview Partners reported no remaining Global X US Preferred ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 102 Global X US Preferred ETF shares in Q3 2024, an estimated $2.01K.
  • Castleview Partners first reported a position in Global X US Preferred ETF in Q4 2023 and held it in 3 quarters.
  • Castleview Partners's Global X US Preferred ETF position peaked at $2.03K in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.