KLR Investment Advisors’s Global X US Preferred ETF PFFD Stock Holding History

KLR Investment 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
2024 Q1	$316K	Sell	16,295 -2,171	-12%	-$43.3K	0.23%	135
2023 Q4	$360K	Buy	18,466 +1,621	+10%	+$30.2K	0.26%	117
2023 Q3	$335K	Sell	16,845 -278	-2%	-$5.31K	0.3%	108
2023 Q2	$332K	Sell	17,123 -1,087	-6%	-$21.1K	0.27%	122
2023 Q1	$362K	Buy	18,210 +555	+3%	+$11.4K	0.32%	103
2022 Q4	$344K	Buy	+17,655	New	+$352K	0.28%	117

Other funds holding PFFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

KLR Investment Advisors's PFFD Position: Q1 2024 in Review

KLR Investment Advisors reduced its Global X US Preferred ETF (PFFD) stake by 12% in Q1 2024, selling an estimated $43.3K and leaving 16,295 shares worth $316K. The position accounts for 0.23% of the portfolio, ranked #135.

KLR Investment Advisors first reported a position in PFFD in Q4 2022 and has held it in 6 quarters since. The position peaked at $362K in Q1 2023. 255 funds tracked by Wall St. Rank hold PFFD as of Q1 2024.

KLR Investment Advisors held 16,295 shares of Global X US Preferred ETF worth $316K as of Q1 2024.
KLR Investment Advisors sold 2,171 Global X US Preferred ETF shares in Q1 2024, an estimated $43.3K.
Global X US Preferred ETF made up 0.23% of KLR Investment Advisors's portfolio in Q1 2024, its #135 holding.
KLR Investment Advisors first reported a position in Global X US Preferred ETF in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's Global X US Preferred ETF position peaked at $362K in Q1 2023.
255 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.