Kistler-Tiffany Companies’s Global X US Preferred ETF PFFD Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$3.11M	Sell	160,341 -1,350	-0.8%	-$26.2K	0.5%	38
2023 Q1	$3.21M	Sell	161,691 -698	-0.4%	-$14.4K	0.61%	27
2022 Q4	$3.15M	Sell	162,389 -19,126	-11%	-$382K	0.65%	27
2022 Q3	$3.72M	Sell	181,515 -8,835	-5%	-$191K	0.85%	24
2022 Q2	$4.04M	Buy	190,350 +10,118	+6%	+$219K	0.88%	23
2022 Q1	$4.24M	Buy	180,232 +136,407	+311%	+$3.27M	0.8%	25
2021 Q4	$1.13M	Buy	43,825 +36,689	+514%	+$940K	0.22%	70
2021 Q3	$184K	Buy	+7,136	New	+$186K	0.04%	197

Other funds holding PFFD

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kistler-Tiffany Companies's PFFD Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Global X US Preferred ETF (PFFD) stake by 0.83% in Q2 2023, selling an estimated $26.2K and leaving 160,341 shares worth $3.11M. The position accounts for 0.5% of the portfolio, ranked #38.

Kistler-Tiffany Companies first reported a position in PFFD in Q3 2021 and has held it in 8 quarters since. The position peaked at $4.24M in Q1 2022. 223 funds tracked by Wall St. Rank hold PFFD as of Q2 2023.

Kistler-Tiffany Companies held 160,341 shares of Global X US Preferred ETF worth $3.11M as of Q2 2023.
Kistler-Tiffany Companies sold 1,350 Global X US Preferred ETF shares in Q2 2023, an estimated $26.2K.
Global X US Preferred ETF made up 0.5% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #38 holding.
Kistler-Tiffany Companies first reported a position in Global X US Preferred ETF in Q3 2021 and has held it in 8 quarters since.
Kistler-Tiffany Companies's Global X US Preferred ETF position peaked at $4.24M in Q1 2022.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.