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PFFD icon

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

Claro 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
Q2 		– Sell
-11,570
Closed -$233K – 449
2024
Q1 		$233K Sell
11,570
-5,281
-31% -$105K 0.04% 371
2023
Q4 		$327K Buy
16,851
+65
+0.4% +$1.21K 0.07% 276
2023
Q3 		$316K Sell
16,786
-118
-0.7% -$2.26K 0.08% 268
2023
Q2 		$328K Buy
16,904
+2,316
+16% +$44.9K 0.08% 249
2023
Q1 		$290K Buy
14,588
+4,537
+45% +$93.3K 0.09% 258
2022
Q4 		$195K Buy
+10,051
New +$201K 0.06% 289

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $980M AUM 9.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Claro Advisors's PFFD Position: Q2 2024 in Review

Claro Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2024, closing a stake of 11,570 shares — an estimated $233K sold.

Claro Advisors first reported a position in PFFD in Q4 2022 and held it in 6 quarters. The position peaked at $328K in Q2 2023. 259 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

  • Claro Advisors reported no remaining Global X US Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Claro Advisors sold 11,570 Global X US Preferred ETF shares in Q2 2024, an estimated $233K.
  • Claro Advisors first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 6 quarters.
  • Claro Advisors's Global X US Preferred ETF position peaked at $328K in Q2 2023.
  • 259 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.