GA
PFFD icon

GFS Advisors’s Global X US Preferred ETF PFFD Stock Holding History

GFS Advisors’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 		– Sell
-9,750
Closed -$200K – 142
2022
Q3 		$200K Sell
9,750
-5,400
-36% -$117K 0.05% 133
2022
Q2 		$321K Sell
15,150
-250
-2% -$5.42K 0.07% 113
2022
Q1 		$362K Sell
15,400
-11,300
-42% -$271K 0.08% 130
2021
Q4 		$688K Buy
26,700
+1,500
+6% +$38.4K 0.11% 113
2021
Q3 		$649K Buy
25,200
+250
+1% +$6.5K 0.14% 110
2021
Q2 		$653K Buy
+24,950
New +$643K 0.15% 96

Other funds holding PFFD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $25.5B AUM 19.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return