GI
PFFD icon

Gradient Investments’s Global X US Preferred ETF PFFD Stock Holding History

Gradient Investments’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
2024
Q2 		– Hold
0
– – – 1368
2024
Q1 		– Sell
-100
Closed -$1.94K – 1661
2023
Q4 		$1.94K Buy
+100
New +$1.86K ﹤0.01% 1238
2023
Q2 		– Sell
-515
Closed -$10.2K – 1856
2023
Q1 		$10.2K Sell
515
-146
-22% -$3K ﹤0.01% 811
2022
Q4 		$12.8K Buy
661
+388
+142% +$7.74K ﹤0.01% 767
2022
Q3 		$6K Buy
273
+56
+26% +$1.21K ﹤0.01% 921
2022
Q2 		$5K Sell
217
-4,648
-96% -$101K ﹤0.01% 902
2022
Q1 		$114K Buy
4,865
+2,349
+93% +$56.2K ﹤0.01% 355
2021
Q4 		$65K Sell
2,516
-35
-1% -$897 ﹤0.01% 434
2021
Q3 		$66K Buy
2,551
+1,976
+344% +$51.4K ﹤0.01% 440
2021
Q2 		$15K Sell
575
-385
-40% -$9.92K ﹤0.01% 688
2021
Q1 		$24K Sell
960
-541
-36% -$13.7K ﹤0.01% 591
2020
Q4 		$37K Hold
1,501
– – ﹤0.01% 455
2020
Q3 		$37K Sell
1,501
-62
-4% -$1.52K ﹤0.01% 457
2020
Q2 		$37K Sell
1,563
-991,050
-100% -$23.1M ﹤0.01% 431
2020
Q1 		$21.7M Buy
992,613
+42,345
+4% +$1.02M 1.17% 15
2019
Q4 		$23.8M Buy
950,268
+82,148
+9% +$2.05M 1.06% 19
2019
Q3 		$21.8M Buy
868,120
+14,381
+2% +$357K 1.07% 19
2019
Q2 		$20.9M Buy
+853,739
New +$20.7M 1.07% 19

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's PFFD Position: Q2 2024 in Review

Gradient Investments held its Global X US Preferred ETF (PFFD) position steady in Q2 2024 at 0 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Gradient Investments first reported a position in PFFD in Q2 2019 and has held it in 17 quarters since. The position peaked at $23.8M in Q4 2019. 259 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

  • Gradient Investments held 0 shares of Global X US Preferred ETF worth $8 as of Q2 2024.
  • Gradient Investments left its Global X US Preferred ETF share count unchanged in Q2 2024.
  • Global X US Preferred ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2024, its #1368 holding.
  • Gradient Investments first reported a position in Global X US Preferred ETF in Q2 2019 and has held it in 17 quarters since.
  • Gradient Investments's Global X US Preferred ETF position peaked at $23.8M in Q4 2019.
  • 259 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.