Golden Green’s Global X US Preferred ETF PFFD Stock Holding History

Golden Green’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 Q3	$652K	Buy	34,644 +3,149	+10%	+$60.2K	0.67%	43
2023 Q2	$611K	Buy	31,495 +474	+2%	+$9.19K	0.66%	41
2023 Q1	$616K	Buy	+31,021	New	+$638K	0.72%	40
2021 Q2	–	Sell	-34,466	Closed	-$879K	–	177
2021 Q1	$879K	Sell	34,466 -8,462	-20%	-$215K	0.76%	33
2020 Q4	$1.11M	Buy	+42,928	New	+$1.09M	1.03%	28

Other funds holding PFFD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Golden Green's PFFD Position: Q3 2023 in Review

Golden Green increased its Global X US Preferred ETF (PFFD) stake by 10% in Q3 2023, buying an estimated $60.2K and bringing the position to 34,644 shares worth $652K. The position accounts for 0.67% of the portfolio, ranked #43.

Golden Green first reported a position in PFFD in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2020. 238 funds tracked by Wall St. Rank hold PFFD as of Q3 2023.

Golden Green held 34,644 shares of Global X US Preferred ETF worth $652K as of Q3 2023.
Golden Green bought 3,149 Global X US Preferred ETF shares in Q3 2023, an estimated $60.2K.
Global X US Preferred ETF made up 0.67% of Golden Green's portfolio in Q3 2023, its #43 holding.
Golden Green first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 5 quarters since.
Golden Green's Global X US Preferred ETF position peaked at $1.11M in Q4 2020.
238 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.