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	Sell	84 -567	-87%	-$11.1K	﹤0.01%	767
2024 Q1	$13.1K	Sell	651 -1,029	-61%	-$20.5K	﹤0.01%	658
2023 Q4	$3.25M	Buy	1,680 +84	+5%	+$1.56K	0.03%	155
2023 Q3	$3.25M	Buy	1,596 +1,493	+1,450%	+$28.5K	0.04%	150
2023 Q2	$12.8K	Buy	+103	New	+$2K	0.03%	242
2023 Q1	–	Sell	-19	Closed	-$16.5K	–	1510
2022 Q4	$16.5K	Buy	+19	New	+$379	0.09%	135

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

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

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 $152M AUM 0.51% 1-Year Est. Return

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

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

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

Financial Gravity Asset Management reduced its Global X US Preferred ETF (PFFD) stake by 87% in Q2 2024, selling an estimated $11.1K and leaving 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 2022 and has held it in 6 quarters since. The position peaked at $3.25M in Q4 2023. 259 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 sold 567 Global X US Preferred ETF shares in Q2 2024, an estimated $11.1K.
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 2022 and has held it in 6 quarters since.
Financial Gravity Asset Management's Global X US Preferred ETF position peaked at $3.25M in Q4 2023.
259 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.