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

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

GFS Advisors's PFFD Position: Q4 2022 in Review

GFS Advisors sold out of Global X US Preferred ETF (PFFD) in Q4 2022, closing a stake of 9,750 shares — an estimated $200K sold.

GFS Advisors first reported a position in PFFD in Q2 2021 and held it in 6 quarters. The position peaked at $688K in Q4 2021. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

GFS Advisors reported no remaining Global X US Preferred ETF position as of Q4 2022 after selling out during the quarter.
GFS Advisors sold 9,750 Global X US Preferred ETF shares in Q4 2022, an estimated $200K.
GFS Advisors first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 6 quarters.
GFS Advisors's Global X US Preferred ETF position peaked at $688K in Q4 2021.
220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on GFS Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.