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Ironsides Asset Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Ironsides Asset Advisors’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
2022
Q4 		– Sell
-68,644
Closed -$1.41M – 95
2022
Q3 		$1.41M Buy
68,644
+185
+0.3% +$4K 0.63% 17
2022
Q2 		$1.45M Sell
68,459
-26,166
-28% -$567K 0.55% 19
2022
Q1 		$2.22M Buy
94,625
+9
+0% +$215 0.68% 18
2021
Q4 		$2.44M Sell
94,616
-17,247
-15% -$442K 0.67% 18
2021
Q3 		$2.88M Buy
111,863
+8
+0% +$208 0.91% 13
2021
Q2 		$2.93M Sell
111,855
-2,968
-3% -$76.4K 0.87% 14
2021
Q1 		$2.93M Sell
114,823
-2,597
-2% -$65.8K 0.91% 15
2020
Q4 		$3.03M Sell
117,420
-5,350
-4% -$135K 0.95% 14
2020
Q3 		$3.04M Sell
122,770
-4,050
-3% -$99.2K 0.96% 15
2020
Q2 		$2.98M Sell
126,820
-55,500
-30% -$1.29M 0.98% 16
2020
Q1 		$3.99M Buy
182,320
+14,100
+8% +$340K 2.43% 6
2019
Q4 		$4.21M Hold
168,220
– – 1.32% 13
2019
Q3 		$4.22M Buy
168,220
+46,700
+38% +$1.16M 1.41% 14
2019
Q2 		$2.98M Buy
121,520
+12,000
+11% +$291K 1% 16
2019
Q1 		$2.63M Buy
109,520
+82,860
+311% +$1.96M 0.86% 18
2018
Q4 		$601K Hold
26,660
– – 0.22% 44
2018
Q3 		$644K Hold
26,660
– – 0.19% 58
2018
Q2 		$651K Buy
26,660
+2,610
+11% +$63.3K 0.22% 57
2018
Q1 		$589K Hold
24,050
– – 0.23% 57
2017
Q4 		$598K Buy
+24,050
New +$602K 0.23% 54

Other funds holding PFFD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RA
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ironsides Asset Advisors's PFFD Position: Q4 2022 in Review

Ironsides Asset Advisors sold out of Global X US Preferred ETF (PFFD) in Q4 2022, closing a stake of 68,644 shares — an estimated $1.41M sold.

Ironsides Asset Advisors first reported a position in PFFD in Q4 2017 and held it in 20 quarters. The position peaked at $4.22M in Q3 2019. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

  • Ironsides Asset Advisors reported no remaining Global X US Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Ironsides Asset Advisors sold 68,644 Global X US Preferred ETF shares in Q4 2022, an estimated $1.41M.
  • Ironsides Asset Advisors first reported a position in Global X US Preferred ETF in Q4 2017 and held it in 20 quarters.
  • Ironsides Asset Advisors's Global X US Preferred ETF position peaked at $4.22M in Q3 2019.
  • 220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on Ironsides Asset Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.