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

Foresight 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
2022 Q4	$292K	Sell	15,056 -137,478	-90%	-$2.74M	4.18%	8
2022 Q3	$3.13M	Sell	152,534 -16,770	-10%	-$363K	0.72%	16
2022 Q2	$3.59M	Sell	169,304 -7,343	-4%	-$159K	0.74%	14
2022 Q1	$4.15M	Sell	176,647 -73,526	-29%	-$1.76M	0.77%	15
2021 Q4	$6.44M	Sell	250,173 -1,232	-0.5%	-$31.6K	0.08%	13
2021 Q3	$6.48M	Sell	251,405 -9,697	-4%	-$252K	1.3%	12
2021 Q2	$6.83M	Sell	261,102 -1,461	-0.6%	-$37.6K	1.51%	13
2021 Q1	$6.7M	Buy	262,563 +15,622	+6%	+$396K	1.7%	11
2020 Q4	$6.37M	Buy	246,941 +7,226	+3%	+$183K	1.69%	11
2020 Q3	$5.93M	Buy	239,715 +13,265	+6%	+$325K	1.99%	9
2020 Q2	$5.32M	Buy	226,450 +23,882	+12%	+$556K	2.43%	8
2020 Q1	$4.43M	Buy	202,568 +10,207	+5%	+$246K	3.05%	8
2019 Q4	$4.82M	Buy	+192,361	New	+$4.8M	2.97%	11

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Foresight Wealth Management's PFFD Position: Q4 2022 in Review

Foresight Wealth Management reduced its Global X US Preferred ETF (PFFD) stake by 90% in Q4 2022, selling an estimated $2.74M and leaving 15,056 shares worth $292K. The position accounts for 4.18% of the portfolio, ranked #8.

Foresight Wealth Management first reported a position in PFFD in Q4 2019 and has held it in 13 quarters since. The position peaked at $6.83M in Q2 2021. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

Foresight Wealth Management held 15,056 shares of Global X US Preferred ETF worth $292K as of Q4 2022.
Foresight Wealth Management sold 137,478 Global X US Preferred ETF shares in Q4 2022, an estimated $2.74M.
Global X US Preferred ETF made up 4.18% of Foresight Wealth Management's portfolio in Q4 2022, its #8 holding.
Foresight Wealth Management first reported a position in Global X US Preferred ETF in Q4 2019 and has held it in 13 quarters since.
Foresight Wealth Management's Global X US Preferred ETF position peaked at $6.83M in Q2 2021.
220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.