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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Destiny Wealth Partners's PFFD Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Global X US Preferred ETF (PFFD) in Q1 2023, closing a stake of 341 shares — an estimated $6.61K sold.

Destiny Wealth Partners first reported a position in PFFD in Q4 2020 and held it in 9 quarters. The position peaked at $3.03M in Q4 2021. 228 funds tracked by Wall St. Rank hold PFFD as of Q1 2023.

Destiny Wealth Partners reported no remaining Global X US Preferred ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 341 Global X US Preferred ETF shares in Q1 2023, an estimated $6.61K.
Destiny Wealth Partners first reported a position in Global X US Preferred ETF in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's Global X US Preferred ETF position peaked at $3.03M in Q4 2021.
228 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.