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 $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

Concord Wealth Partners's PFFD Position: Q1 2024 in Review

Concord Wealth Partners sold out of Global X US Preferred ETF (PFFD) in Q1 2024, closing a stake of 1,816 shares — an estimated $35.2K sold.

Concord Wealth Partners first reported a position in PFFD in Q4 2021 and held it in 8 quarters. The position peaked at $97.5K in Q4 2022. 256 funds tracked by Wall St. Rank hold PFFD as of Q1 2024.

Concord Wealth Partners reported no remaining Global X US Preferred ETF position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 1,816 Global X US Preferred ETF shares in Q1 2024, an estimated $35.2K.
Concord Wealth Partners first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 8 quarters.
Concord Wealth Partners's Global X US Preferred ETF position peaked at $97.5K in Q4 2022.
256 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.