Financial Architects (New Jersey)’s Global X US Preferred ETF PFFD Stock Holding History

Financial Architects (New Jersey)’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 Q2	$3.87M	Buy	199,427 +2,888	+1%	+$56K	0.58%	37
2023 Q1	$3.9M	Sell	196,539 -623	-0.3%	-$12.8K	0.63%	35
2022 Q4	$3.82M	Sell	197,162 -28,414	-13%	-$567K	0.63%	35
2022 Q3	$4.63M	Buy	+225,576	New	+$4.88M	0.81%	27
2022 Q2	–	Sell	-237,929	Closed	-$5.59M	–	203
2022 Q1	$5.59M	Buy	237,929 +2,830	+1%	+$67.7K	0.8%	28
2021 Q4	$6.06M	Buy	235,099 +24,591	+12%	+$630K	0.82%	27
2021 Q3	$5.42M	Buy	210,508 +29,563	+16%	+$769K	0.79%	28
2021 Q2	$4.74M	Buy	180,945 +21,631	+14%	+$557K	0.68%	35
2021 Q1	$4.06M	Buy	159,314 +22,998	+17%	+$583K	0.64%	37
2020 Q4	$3.52M	Buy	136,316 +124,905	+1,095%	+$3.16M	0.65%	37
2020 Q3	$283K	Buy	11,411 +2,478	+28%	+$60.7K	0.06%	205
2020 Q2	$210K	Buy	8,933 +1,868	+26%	+$43.5K	0.05%	236
2020 Q1	$155K	Buy	7,065 +3,935	+126%	+$94.8K	0.04%	254
2019 Q4	$78K	Sell	3,130 -1,500	-32%	-$37.4K	0.02%	363
2019 Q3	$116K	Hold	4,630	–	–	0.03%	309
2019 Q2	$114K	Hold	4,630	–	–	0.02%	349
2019 Q1	$111K	Hold	4,630	–	–	0.02%	434
2018 Q4	$104K	Buy	+4,630	New	+$107K	0.02%	391

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

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

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

Financial Architects (New Jersey)'s PFFD Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Global X US Preferred ETF (PFFD) stake by 1.5% in Q2 2023, buying an estimated $56K and bringing the position to 199,427 shares worth $3.87M. The position accounts for 0.58% of the portfolio, ranked #37.

Financial Architects (New Jersey) first reported a position in PFFD in Q4 2018 and has held it in 18 quarters since. The position peaked at $6.06M in Q4 2021. 223 funds tracked by Wall St. Rank hold PFFD as of Q2 2023.

Financial Architects (New Jersey) held 199,427 shares of Global X US Preferred ETF worth $3.87M as of Q2 2023.
Financial Architects (New Jersey) bought 2,888 Global X US Preferred ETF shares in Q2 2023, an estimated $56K.
Global X US Preferred ETF made up 0.58% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #37 holding.
Financial Architects (New Jersey) first reported a position in Global X US Preferred ETF in Q4 2018 and has held it in 18 quarters since.
Financial Architects (New Jersey)'s Global X US Preferred ETF position peaked at $6.06M in Q4 2021.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.