CA
PFFD icon

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

Cetera Advisors’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 		$3.67M Buy
182,007
+117,132
+181% +$2.34M 0.03% 567
2023
Q4 		$1.26M Sell
64,875
-9,828
-13% -$183K 0.02% 681
2023
Q3 		$1.41M Sell
74,703
-1,719
-2% -$32.9K 0.02% 592
2023
Q2 		$1.48M Buy
76,422
+12,037
+19% +$233K 0.02% 571
2023
Q1 		$1.28M Buy
64,385
+11,614
+22% +$239K 0.02% 601
2022
Q4 		$1.02M Buy
52,771
+8,663
+20% +$173K 0.02% 665
2022
Q3 		$905K Sell
44,108
-631
-1% -$13.6K 0.02% 565
2022
Q2 		$949K Buy
44,739
+465
+1% +$10.1K 0.02% 589
2022
Q1 		$1.04M Buy
44,274
+7,678
+21% +$184K 0.02% 593
2021
Q4 		$943K Buy
36,596
+4,995
+16% +$128K 0.02% 628
2021
Q3 		$814K Buy
31,601
+6,558
+26% +$171K 0.02% 688
2021
Q2 		$655K Buy
25,043
+13,285
+113% +$342K 0.02% 702
2021
Q1 		$300K Buy
+11,758
New +$298K 0.01% 950

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
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 Advisors's PFFD Position: Q1 2024 in Review

Cetera Advisors increased its Global X US Preferred ETF (PFFD) stake by 181% in Q1 2024, buying an estimated $2.34M and bringing the position to 182,007 shares worth $3.67M. The position accounts for 0.03% of the portfolio, ranked #567.

Cetera Advisors first reported a position in PFFD in Q1 2021 and has held it in 13 quarters since. 256 funds tracked by Wall St. Rank hold PFFD as of Q1 2024.

  • Cetera Advisors held 182,007 shares of Global X US Preferred ETF worth $3.67M as of Q1 2024.
  • Cetera Advisors bought 117,132 Global X US Preferred ETF shares in Q1 2024, an estimated $2.34M.
  • Global X US Preferred ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #567 holding.
  • Cetera Advisors first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 13 quarters since.
  • 256 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2024.

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