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Global Wealth Management Investment Advisory’s Global X US Preferred ETF PFFD Stock Holding History

Global Wealth Management Investment 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
2020
Q2 		– Sell
-731
Closed -$16K – 654
2020
Q1 		$16K Buy
+731
New +$17.6K 0.01% 279

Other funds holding PFFD

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Global Wealth Management Investment Advisory's PFFD Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Global X US Preferred ETF (PFFD) in Q2 2020, closing a stake of 731 shares — an estimated $16K sold.

Global Wealth Management Investment Advisory first reported a position in PFFD in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 89 funds tracked by Wall St. Rank hold PFFD as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining Global X US Preferred ETF position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 731 Global X US Preferred ETF shares in Q2 2020, an estimated $16K.
  • Global Wealth Management Investment Advisory first reported a position in Global X US Preferred ETF in Q1 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Global X US Preferred ETF position peaked at $16K in Q1 2020.
  • 89 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.