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GYL Financial Synergies’s Global X US Preferred ETF PFFD Stock Holding History

GYL Financial Synergies’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
Q3 		$6.09M Buy
293,155
+6,261
+2% +$126K 0.46% 54
2024
Q2 		$5.65M Buy
286,894
+114,434
+66% +$2.25M 0.44% 60
2024
Q1 		$3.48M Buy
172,460
+1,360
+0.8% +$27.1K 0.27% 87
2023
Q4 		$3.32M Buy
171,100
+28,090
+20% +$523K 0.27% 87
2023
Q3 		$2.69M Sell
143,010
-3,430
-2% -$65.6K 0.26% 92
2023
Q2 		$2.84M Buy
+146,440
New +$2.84M 0.26% 90

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GYL Financial Synergies's PFFD Position: Q3 2024 in Review

GYL Financial Synergies increased its Global X US Preferred ETF (PFFD) stake by 2.2% in Q3 2024, buying an estimated $126K and bringing the position to 293,155 shares worth $6.09M. The position accounts for 0.46% of the portfolio, ranked #54.

GYL Financial Synergies first reported a position in PFFD in Q2 2023 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold PFFD as of Q3 2024.

  • GYL Financial Synergies held 293,155 shares of Global X US Preferred ETF worth $6.09M as of Q3 2024.
  • GYL Financial Synergies bought 6,261 Global X US Preferred ETF shares in Q3 2024, an estimated $126K.
  • Global X US Preferred ETF made up 0.46% of GYL Financial Synergies's portfolio in Q3 2024, its #54 holding.
  • GYL Financial Synergies first reported a position in Global X US Preferred ETF in Q2 2023 and has held it in 6 quarters since.
  • 268 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.