Cetera Advisor Networks’s Global X US Preferred ETF PFFD Stock Holding History

Cetera Advisor Networks’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 Q1	$2.03M	Buy	100,681 +10,867	+12%	+$217K	0.01%	1021
2023 Q4	$1.74M	Sell	89,814 -28,970	-24%	-$539K	0.01%	1035
2023 Q3	$2.23M	Sell	118,784 -10,701	-8%	-$205K	0.01%	842
2023 Q2	$2.51M	Buy	129,485 +30,467	+31%	+$591K	0.02%	767
2023 Q1	$1.97M	Buy	99,018 +13,970	+16%	+$287K	0.01%	845
2022 Q4	$1.65M	Buy	85,048 +17,169	+25%	+$343K	0.01%	904
2022 Q3	$1.39M	Sell	67,879 -2,469	-4%	-$53.4K	0.02%	732
2022 Q2	$1.49M	Sell	70,348 -39,080	-36%	-$847K	0.02%	701
2022 Q1	$2.57M	Sell	109,428 -7,640	-7%	-$183K	0.03%	536
2021 Q4	$3.02M	Buy	117,068 +49,109	+72%	+$1.26M	0.04%	455
2021 Q3	$1.75M	Buy	67,959 +3,342	+5%	+$86.9K	0.02%	601
2021 Q2	$1.69M	Buy	64,617 +9,324	+17%	+$240K	0.02%	592
2021 Q1	$1.41M	Buy	55,293 +1,724	+3%	+$43.7K	0.03%	465
2020 Q4	$1.38M	Buy	53,569 +8,912	+20%	+$226K	0.03%	428
2020 Q3	$1.11M	Buy	44,657 +10,543	+31%	+$258K	0.03%	453
2020 Q2	$802K	Buy	+34,114	New	+$794K	0.02%	527

Other funds holding PFFD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Cetera Advisor Networks's PFFD Position: Q1 2024 in Review

Cetera Advisor Networks increased its Global X US Preferred ETF (PFFD) stake by 12% in Q1 2024, buying an estimated $217K and bringing the position to 100,681 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #1021.

Cetera Advisor Networks first reported a position in PFFD in Q2 2020 and has held it in 16 quarters since. The position peaked at $3.02M in Q4 2021. 256 funds tracked by Wall St. Rank hold PFFD as of Q1 2024.

Cetera Advisor Networks held 100,681 shares of Global X US Preferred ETF worth $2.03M as of Q1 2024.
Cetera Advisor Networks bought 10,867 Global X US Preferred ETF shares in Q1 2024, an estimated $217K.
Global X US Preferred ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1021 holding.
Cetera Advisor Networks first reported a position in Global X US Preferred ETF in Q2 2020 and has held it in 16 quarters since.
Cetera Advisor Networks's Global X US Preferred ETF position peaked at $3.02M in Q4 2021.
256 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.