Drive Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Drive Wealth Management’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 Q3	–	Sell	-20,165	Closed	-$397K	–	345
2024 Q2	$397K	Sell	20,165 -6,060	-23%	-$119K	0.11%	161
2024 Q1	$529K	Sell	26,225 -5,531	-17%	-$110K	0.15%	123
2023 Q4	$619K	Sell	31,756 -10,538	-25%	-$196K	0.2%	102
2023 Q3	$796K	Sell	42,294 -7,220	-15%	-$138K	0.29%	78
2023 Q2	$960K	Sell	49,514 -4,143	-8%	-$80.3K	0.36%	64
2023 Q1	$1.07M	Sell	53,657 -3,800	-7%	-$78.2K	0.45%	54
2022 Q4	$1.12M	Buy	+57,457	New	+$1.15M	0.56%	41

Other funds holding PFFD

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

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

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

GXJ

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

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

SOWBOCOPL

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Drive Wealth Management's PFFD Position: Q3 2024 in Review

Drive Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q3 2024, closing a stake of 20,165 shares — an estimated $397K sold.

Drive Wealth Management first reported a position in PFFD in Q4 2022 and held it in 7 quarters. The position peaked at $1.12M in Q4 2022. 267 funds tracked by Wall St. Rank hold PFFD as of Q3 2024.

Drive Wealth Management reported no remaining Global X US Preferred ETF position as of Q3 2024 after selling out during the quarter.
Drive Wealth Management sold 20,165 Global X US Preferred ETF shares in Q3 2024, an estimated $397K.
Drive Wealth Management first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 7 quarters.
Drive Wealth Management's Global X US Preferred ETF position peaked at $1.12M in Q4 2022.
267 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.