JPLA
PFFD icon

Joseph P. Lucia & Associates’s Global X US Preferred ETF PFFD Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-4,275
Closed -$91K – 355
2022
Q2 		$91K Hold
4,275
– – 0.06% 149
2022
Q1 		$100K Buy
+4,275
New +$102K 0.06% 151
2021
Q4 		– Sell
-4,930
Closed -$127K – 432
2021
Q3 		$127K Sell
4,930
-400
-8% -$10.4K 0.08% 151
2021
Q2 		$139K Sell
5,330
-1,000
-16% -$25.8K 0.08% 141
2021
Q1 		$161K Hold
6,330
– – 0.07% 125
2020
Q4 		$163K Buy
+6,330
New +$160K 0.11% 116
2020
Q3 		– Sell
-852
Closed -$20K – 356
2020
Q2 		$20K Hold
852
– – 0.02% 244
2020
Q1 		$19K Buy
+852
New +$20.5K 0.02% 230

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return