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Fairfield, Bush & Co’s Global X US Preferred ETF PFFD Stock Holding History

Fairfield, Bush & Co’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
-85
Closed -$1.65K – 374
2023
Q4 		$1.65K Buy
+85
New +$1.58K ﹤0.01% 403
2023
Q3 		– Sell
-85
Closed -$1.65K – 390
2023
Q2 		$1.65K Buy
+85
New +$1.65K ﹤0.01% 429

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
RA
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
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Fairfield, Bush & Co's PFFD Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of Global X US Preferred ETF (PFFD) in Q1 2024, closing a stake of 85 shares — an estimated $1.65K sold.

Fairfield, Bush & Co first reported a position in PFFD in Q2 2023 and held it in 2 quarters. The position peaked at $1.65K in Q4 2023. 255 funds tracked by Wall St. Rank hold PFFD as of Q1 2024.

  • Fairfield, Bush & Co reported no remaining Global X US Preferred ETF position as of Q1 2024 after selling out during the quarter.
  • Fairfield, Bush & Co sold 85 Global X US Preferred ETF shares in Q1 2024, an estimated $1.65K.
  • Fairfield, Bush & Co first reported a position in Global X US Preferred ETF in Q2 2023 and held it in 2 quarters.
  • Fairfield, Bush & Co's Global X US Preferred ETF position peaked at $1.65K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.