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G&S Capital’s Global X US Preferred ETF PFFD Stock Holding History

G&S Capital’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
Q2 		– Sell
-10,839
Closed -$215K – 128
2023
Q1 		$215K Buy
+10,839
New +$223K 0.1% 102

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

G&S Capital's PFFD Position: Q2 2023 in Review

G&S Capital sold out of Global X US Preferred ETF (PFFD) in Q2 2023, closing a stake of 10,839 shares — an estimated $215K sold.

G&S Capital first reported a position in PFFD in Q1 2023 and held it in 1 quarter. The position peaked at $215K in Q1 2023. 223 funds tracked by Wall St. Rank hold PFFD as of Q2 2023.

  • G&S Capital reported no remaining Global X US Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • G&S Capital sold 10,839 Global X US Preferred ETF shares in Q2 2023, an estimated $215K.
  • G&S Capital first reported a position in Global X US Preferred ETF in Q1 2023 and held it in 1 quarter.
  • G&S Capital's Global X US Preferred ETF position peaked at $215K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2023.

Based on G&S Capital's 13F filing for Q2 2023, filed 26 Jul 2023.