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PFFD icon

Gratus Capital’s Global X US Preferred ETF PFFD Stock Holding History

Gratus Capital’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 		$787K Hold
40,000
– – 0.03% 204
2024
Q1 		$806K Sell
40,000
-143
-0.4% -$2.85K 0.04% 189
2023
Q4 		$779K Sell
40,143
-23,732
-37% -$442K 0.04% 157
2023
Q3 		$1.2M Buy
63,875
+23,875
+60% +$456K 0.08% 127
2023
Q2 		$776K Buy
+40,000
New +$775K 0.05% 153

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

Gratus Capital's PFFD Position: Q2 2024 in Review

Gratus Capital held its Global X US Preferred ETF (PFFD) position steady in Q2 2024 at 40,000 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #204.

Gratus Capital first reported a position in PFFD in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.2M in Q3 2023. 259 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

  • Gratus Capital held 40,000 shares of Global X US Preferred ETF worth $787K as of Q2 2024.
  • Gratus Capital left its Global X US Preferred ETF share count unchanged in Q2 2024.
  • Global X US Preferred ETF made up 0.03% of Gratus Capital's portfolio in Q2 2024, its #204 holding.
  • Gratus Capital first reported a position in Global X US Preferred ETF in Q2 2023 and has held it in 5 quarters since.
  • Gratus Capital's Global X US Preferred ETF position peaked at $1.2M in Q3 2023.
  • 259 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.