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

Concord Wealth 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 Q1	–	Sell	-1,816	Closed	-$35.2K	–	893
2023 Q4	$35.2K	Hold	1,816	–	–	0.01%	406
2023 Q3	$34.2K	Sell	1,816 -837	-32%	-$16K	0.01%	428
2023 Q2	$51.4K	Buy	2,653 +837	+46%	+$16.2K	0.01%	364
2023 Q1	$36.1K	Sell	1,816 -3,216	-64%	-$66.1K	0.01%	392
2022 Q4	$97.5K	Buy	+5,032	New	+$100K	0.03%	259
2022 Q3	–	Sell	-1,070	Closed	-$23K	–	845
2022 Q2	$23K	Hold	1,070	–	–	0.01%	517
2022 Q1	$25K	Buy	1,070 +397	+59%	+$9.5K	0.01%	589
2021 Q4	$17K	Buy	+673	New	+$17.2K	﹤0.01%	683

Other funds holding PFFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Carson Wealth (CWM LLC)

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

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

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