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

FourThought Financial’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 Q3	$7K	Hold	333	–	–	﹤0.01%	1124
2022 Q2	$7K	Buy	+333	New	+$7.22K	﹤0.01%	1103
2022 Q1	–	Sell	-600	Closed	-$15K	–	1542
2021 Q4	$15K	Hold	600	–	–	﹤0.01%	993
2021 Q3	$15K	Hold	600	–	–	﹤0.01%	1015
2021 Q2	$15K	Hold	600	–	–	﹤0.01%	1013
2021 Q1	$15K	Hold	600	–	–	﹤0.01%	970
2020 Q4	$15K	Buy	+600	New	+$15.2K	﹤0.01%	939

Other funds holding PFFD

OWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

FourThought Financial's PFFD Position: Q3 2022 in Review

FourThought Financial held its Global X US Preferred ETF (PFFD) position steady in Q3 2022 at 333 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

FourThought Financial first reported a position in PFFD in Q4 2020 and has held it in 7 quarters since. The position peaked at $15K in Q4 2021. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

FourThought Financial held 333 shares of Global X US Preferred ETF worth $7K as of Q3 2022.
FourThought Financial left its Global X US Preferred ETF share count unchanged in Q3 2022.
Global X US Preferred ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1124 holding.
FourThought Financial first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 7 quarters since.
FourThought Financial's Global X US Preferred ETF position peaked at $15K in Q4 2021.
208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.