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

Financial Gravity 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 		$1.65K Hold
84
– – ﹤0.01% 767
2024
Q1 		$1.63K Hold
84
– – ﹤0.01% 704
2023
Q4 		$1.63K Buy
+84
New +$1.56K ﹤0.01% 741

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.09B AUM 11.58% 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 $424B AUM 22.96% 1-Year Est. Return

Financial Gravity Asset Management's PFFD Position: Q2 2024 in Review

Financial Gravity Asset Management held its Global X US Preferred ETF (PFFD) position steady in Q2 2024 at 84 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Financial Gravity Asset Management first reported a position in PFFD in Q4 2023 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

  • Financial Gravity Asset Management held 84 shares of Global X US Preferred ETF worth $1.65K as of Q2 2024.
  • Financial Gravity Asset Management left its Global X US Preferred ETF share count unchanged in Q2 2024.
  • Global X US Preferred ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #767 holding.
  • Financial Gravity Asset Management first reported a position in Global X US Preferred ETF in Q4 2023 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.