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Gateway Advisory’s Global X US Preferred ETF PFFD Stock Holding History

Gateway Advisory’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 		– Sell
-14,250
Closed -$302K – 89
2022
Q2 		$302K Buy
14,250
+2,000
+16% +$43.4K 0.13% 46
2022
Q1 		$288K Buy
12,250
+4,000
+48% +$95.8K 0.08% 72
2021
Q4 		$213K Buy
+8,250
New +$211K 0.05% 95

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gateway Advisory's PFFD Position: Q3 2022 in Review

Gateway Advisory sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 14,250 shares — an estimated $302K sold.

Gateway Advisory first reported a position in PFFD in Q4 2021 and held it in 3 quarters. The position peaked at $302K in Q2 2022. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

  • Gateway Advisory reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Gateway Advisory sold 14,250 Global X US Preferred ETF shares in Q3 2022, an estimated $302K.
  • Gateway Advisory first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 3 quarters.
  • Gateway Advisory's Global X US Preferred ETF position peaked at $302K in Q2 2022.
  • 208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Gateway Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.