Focused Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Focused Wealth 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 Q1	–	Sell	-7	Closed	-$136	–	736
2023 Q4	$136	Hold	7	–	–	﹤0.01%	967
2023 Q3	$132	Hold	7	–	–	﹤0.01%	975
2023 Q2	$136	Hold	7	–	–	﹤0.01%	1015
2023 Q1	$139	Hold	7	–	–	﹤0.01%	994
2022 Q4	$136	Hold	7	–	–	﹤0.01%	1036
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1029
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1039
2022 Q1	$0	Buy	+7	New	+$168	﹤0.01%	1074

Other funds holding PFFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Focused Wealth Management's PFFD Position: Q1 2024 in Review

Focused Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q1 2024, closing a stake of 7 shares — an estimated $136 sold.

Focused Wealth Management first reported a position in PFFD in Q1 2022 and held it in 8 quarters. The position peaked at $139 in Q1 2023. 255 funds tracked by Wall St. Rank hold PFFD as of Q1 2024.

Focused Wealth Management reported no remaining Global X US Preferred ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 7 Global X US Preferred ETF shares in Q1 2024, an estimated $136.
Focused Wealth Management first reported a position in Global X US Preferred ETF in Q1 2022 and held it in 8 quarters.
Focused Wealth Management's Global X US Preferred ETF position peaked at $139 in Q1 2023.
255 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.