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PFFD icon

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

Destiny 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
2023
Q1 		– Sell
-341
Closed -$6.61K – 506
2022
Q4 		$6.61K Sell
341
-2,088
-86% -$41.7K ﹤0.01% 535
2022
Q3 		$50K Sell
2,429
-85
-3% -$1.84K 0.01% 279
2022
Q2 		$53K Sell
2,514
-251
-9% -$5.44K 0.01% 273
2022
Q1 		$65K Sell
2,765
-114,912
-98% -$2.75M 0.01% 291
2021
Q4 		$3.03M Buy
117,677
+3,103
+3% +$79.5K 0.58% 50
2021
Q3 		$2.95M Buy
114,574
+17,470
+18% +$454K 0.59% 51
2021
Q2 		$2.54M Buy
97,104
+693
+0.7% +$17.8K 0.49% 55
2021
Q1 		$2.46M Buy
96,411
+11,397
+13% +$289K 0.51% 50
2020
Q4 		$2.19M Buy
+85,014
New +$2.15M 0.46% 54

Other funds holding PFFD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return