HBW Advisory Services’s Global X US Preferred ETF PFFD Stock Holding History

HBW Advisory Services’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 Q2	–	Sell	-10,260	Closed	-$204K	–	312
2023 Q1	$204K	Buy	+10,260	New	+$211K	0.05%	253
2021 Q4	–	Sell	-8,577	Closed	-$221K	–	274
2021 Q3	$221K	Hold	8,577	–	–	0.06%	229
2021 Q2	$224K	Hold	8,577	–	–	0.06%	224
2021 Q1	$219K	Buy	8,577 +296	+4%	+$7.5K	0.06%	225
2020 Q4	$214K	Buy	8,281 +7	+0.1%	+$177	0.07%	202
2020 Q3	$205K	Buy	+8,274	New	+$203K	0.08%	182

Other funds holding PFFD

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBW Advisory Services's PFFD Position: Q2 2023 in Review

HBW Advisory Services sold out of Global X US Preferred ETF (PFFD) in Q2 2023, closing a stake of 10,260 shares — an estimated $204K sold.

HBW Advisory Services first reported a position in PFFD in Q3 2020 and held it in 6 quarters. The position peaked at $224K in Q2 2021. 223 funds tracked by Wall St. Rank hold PFFD as of Q2 2023.

HBW Advisory Services reported no remaining Global X US Preferred ETF position as of Q2 2023 after selling out during the quarter.
HBW Advisory Services sold 10,260 Global X US Preferred ETF shares in Q2 2023, an estimated $204K.
HBW Advisory Services first reported a position in Global X US Preferred ETF in Q3 2020 and held it in 6 quarters.
HBW Advisory Services's Global X US Preferred ETF position peaked at $224K in Q2 2021.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2023.

Based on HBW Advisory Services's 13F filing for Q2 2023, filed 6 Jul 2023.