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

Financial Management Professionals’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
Q1 		– Sell
-123
Closed -$2K – 1108
2022
Q4 		$2K Buy
+123
New +$2.45K ﹤0.01% 755

Other funds holding PFFD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Management Professionals's PFFD Position: Q1 2023 in Review

Financial Management Professionals sold out of Global X US Preferred ETF (PFFD) in Q1 2023, closing a stake of 123 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in PFFD in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 227 funds tracked by Wall St. Rank hold PFFD as of Q1 2023.

  • Financial Management Professionals reported no remaining Global X US Preferred ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Management Professionals sold 123 Global X US Preferred ETF shares in Q1 2023, an estimated $2K.
  • Financial Management Professionals first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 1 quarter.
  • Financial Management Professionals's Global X US Preferred ETF position peaked at $2K in Q4 2022.
  • 227 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2023.

Based on Financial Management Professionals's 13F filing for Q1 2023, filed 13 Apr 2023.