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Family Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Family Asset 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
Q2 		– Sell
-4,877
Closed -$98.3K – 215
2024
Q1 		$98.3K Sell
4,877
-2,750
-36% -$54.9K 0.06% 117
2023
Q4 		$148K Buy
+7,627
New +$142K 0.1% 113
2023
Q2 		– Sell
-10,785
Closed -$214K – 193
2023
Q1 		$214K Buy
+10,785
New +$222K 0.16% 98

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Family Asset Management's PFFD Position: Q2 2024 in Review

Family Asset Management sold out of Global X US Preferred ETF (PFFD) in Q2 2024, closing a stake of 4,877 shares — an estimated $98.3K sold.

Family Asset Management first reported a position in PFFD in Q1 2023 and held it in 3 quarters. The position peaked at $214K in Q1 2023. 259 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

  • Family Asset Management reported no remaining Global X US Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Family Asset Management sold 4,877 Global X US Preferred ETF shares in Q2 2024, an estimated $98.3K.
  • Family Asset Management first reported a position in Global X US Preferred ETF in Q1 2023 and held it in 3 quarters.
  • Family Asset Management's Global X US Preferred ETF position peaked at $214K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Family Asset Management's 13F filing for Q2 2024, filed 1 Aug 2024.