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Goldstone Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

Goldstone Financial Group’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
Q4 		– Sell
-51,834
Closed -$975K – 167
2023
Q3 		$975K Buy
51,834
+13,189
+34% +$252K 0.29% 69
2023
Q2 		$749K Buy
38,645
+11,082
+40% +$215K 0.22% 81
2023
Q1 		$547K Buy
+27,563
New +$567K 0.18% 82

Other funds holding PFFD

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

Goldstone Financial Group's PFFD Position: Q4 2023 in Review

Goldstone Financial Group sold out of Global X US Preferred ETF (PFFD) in Q4 2023, closing a stake of 51,834 shares — an estimated $975K sold.

Goldstone Financial Group first reported a position in PFFD in Q1 2023 and held it in 3 quarters. The position peaked at $975K in Q3 2023. 264 funds tracked by Wall St. Rank hold PFFD as of Q4 2023.

  • Goldstone Financial Group reported no remaining Global X US Preferred ETF position as of Q4 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 51,834 Global X US Preferred ETF shares in Q4 2023, an estimated $975K.
  • Goldstone Financial Group first reported a position in Global X US Preferred ETF in Q1 2023 and held it in 3 quarters.
  • Goldstone Financial Group's Global X US Preferred ETF position peaked at $975K in Q3 2023.
  • 264 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2023.

Based on Goldstone Financial Group's 13F filing for Q4 2023, filed 15 Jan 2025.