KWM
PFFD icon

Kingsview Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Kingsview Wealth 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
Q2 		– Sell
-20,004
Closed -$403K – 1101
2024
Q1 		$403K Buy
20,004
+1
+0% +$20 0.01% 726
2023
Q4 		$388K Sell
20,003
-3,242
-14% -$60.3K 0.01% 694
2023
Q3 		$437K Sell
23,245
-589
-2% -$11.3K 0.02% 656
2023
Q2 		$462K Sell
23,834
-793
-3% -$15.4K 0.02% 617
2023
Q1 		$489K Sell
24,627
-1,772
-7% -$36.4K 0.02% 581
2022
Q4 		$511K Sell
26,399
-24,731
-48% -$494K 0.02% 503
2022
Q3 		$1.05M Sell
51,130
-21,000
-29% -$454K 0.05% 320
2022
Q2 		$1.53M Buy
72,130
+8,570
+13% +$186K 0.07% 266
2022
Q1 		$1.49M Sell
63,560
-8,036
-11% -$192K 0.07% 297
2021
Q4 		$1.84M Buy
71,596
+674
+1% +$17.3K 0.08% 262
2021
Q3 		$1.83M Buy
70,922
+19,330
+37% +$503K 0.09% 245
2021
Q2 		$1.35M Buy
51,592
+20,551
+66% +$529K 0.07% 304
2021
Q1 		$793K Sell
31,041
-300
-1% -$7.61K 0.05% 393
2020
Q4 		$809K Buy
31,341
+4,850
+18% +$123K 0.06% 324
2020
Q3 		$656K Buy
26,491
+8,144
+44% +$200K 0.06% 309
2020
Q2 		$431K Buy
18,347
+6,601
+56% +$154K 0.04% 361
2020
Q1 		$257K Buy
+11,746
New +$283K 0.03% 385

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kingsview Wealth Management's PFFD Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q2 2024, closing a stake of 20,004 shares — an estimated $403K sold.

Kingsview Wealth Management first reported a position in PFFD in Q1 2020 and held it in 17 quarters. The position peaked at $1.84M in Q4 2021. 260 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

  • Kingsview Wealth Management reported no remaining Global X US Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 20,004 Global X US Preferred ETF shares in Q2 2024, an estimated $403K.
  • Kingsview Wealth Management first reported a position in Global X US Preferred ETF in Q1 2020 and held it in 17 quarters.
  • Kingsview Wealth Management's Global X US Preferred ETF position peaked at $1.84M in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.