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

Jacobsen Capital Management’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 		– Sell
-9,747
Closed -$203K – 101
2024
Q3 		$203K Buy
+9,747
New +$196K 0.09% 102
2024
Q1 		– Sell
-17,907
Closed -$347K – 95
2023
Q4 		$347K Buy
17,907
+317
+2% +$5.9K 0.18% 52
2023
Q3 		$331K Buy
17,590
+62
+0.4% +$1.19K 0.18% 51
2023
Q2 		$340K Buy
17,528
+60
+0.3% +$1.16K 0.18% 52
2023
Q1 		$347K Sell
17,468
-55
-0.3% -$1.13K 0.19% 52
2022
Q4 		$339K Buy
17,523
+271
+2% +$5.41K 0.18% 48
2022
Q3 		$354K Sell
17,252
-1,036
-6% -$22.4K 0.2% 45
2022
Q2 		$388K Buy
18,288
+258
+1% +$5.59K 0.21% 47
2022
Q1 		$424K Sell
18,030
-14,352
-44% -$344K 0.19% 46
2021
Q4 		$834K Buy
32,382
+232
+0.7% +$5.94K 0.39% 39
2021
Q3 		$828K Buy
32,150
+229
+0.7% +$5.96K 0.42% 39
2021
Q2 		$835K Buy
31,921
+226
+0.7% +$5.82K 0.43% 39
2021
Q1 		$809K Sell
31,695
-10,183
-24% -$258K 0.45% 41
2020
Q4 		$1.08M Buy
41,878
+280
+0.7% +$7.09K 0.64% 36
2020
Q3 		$1.03M Buy
41,598
+23,390
+128% +$573K 0.72% 33
2020
Q2 		$427K Buy
+18,208
New +$424K 0.33% 47

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

Jacobsen Capital Management's PFFD Position: Q4 2024 in Review

Jacobsen Capital Management sold out of Global X US Preferred ETF (PFFD) in Q4 2024, closing a stake of 9,747 shares — an estimated $203K sold.

Jacobsen Capital Management first reported a position in PFFD in Q2 2020 and held it in 16 quarters. The position peaked at $1.08M in Q4 2020. 293 funds tracked by Wall St. Rank hold PFFD as of Q4 2024.

  • Jacobsen Capital Management reported no remaining Global X US Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Jacobsen Capital Management sold 9,747 Global X US Preferred ETF shares in Q4 2024, an estimated $203K.
  • Jacobsen Capital Management first reported a position in Global X US Preferred ETF in Q2 2020 and held it in 16 quarters.
  • Jacobsen Capital Management's Global X US Preferred ETF position peaked at $1.08M in Q4 2020.
  • 293 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2024.

Based on Jacobsen Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.