Householder Group Estate & Retirement Specialist’s Global X US Preferred ETF PFFD Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$68K	Sell	3,527 -4,256	-55%	-$86.7K	0.05%	191
2024 Q3	$161K	Buy	7,783 +902	+13%	+$18.2K	0.05%	285
2024 Q2	$135K	Buy	6,881 +2,645	+62%	+$51.9K	0.04%	294
2024 Q1	$85.4K	Buy	4,236 +441	+12%	+$8.8K	0.03%	371
2023 Q4	$73K	Sell	3,795 -571	-13%	-$10.6K	0.02%	394
2023 Q3	$82.1K	Buy	+4,366	New	+$83.5K	0.03%	358
2023 Q1	$285K	Buy	+14,351	New	+$295K	0.11%	169
2022 Q4	–	Sell	-17,800	Closed	-$365K	–	877
2022 Q3	$365K	Sell	17,800 -1,542	-8%	-$33.3K	0.15%	134
2022 Q2	$410K	Hold	19,342	–	–	0.18%	129
2022 Q1	$455K	Buy	19,342 +3,550	+22%	+$85K	0.18%	128
2021 Q4	$407K	Buy	+15,792	New	+$405K	0.15%	141

Other funds holding PFFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PFFD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Global X US Preferred ETF (PFFD) stake by 55% in Q4 2024, selling an estimated $86.7K and leaving 3,527 shares worth $68K. The position accounts for 0.05% of the portfolio, ranked #191.

Householder Group Estate & Retirement Specialist first reported a position in PFFD in Q4 2021 and has held it in 11 quarters since. The position peaked at $455K in Q1 2022. 293 funds tracked by Wall St. Rank hold PFFD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,527 shares of Global X US Preferred ETF worth $68K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,256 Global X US Preferred ETF shares in Q4 2024, an estimated $86.7K.
Global X US Preferred ETF made up 0.05% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #191 holding.
Householder Group Estate & Retirement Specialist first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Global X US Preferred ETF position peaked at $455K in Q1 2022.
293 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.