L.M. Kohn & Company’s Global X US Preferred ETF PFFD Stock Holding History

L.M. Kohn & Company’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	-10,048	Closed	-$209K	–	288
2024 Q3	$209K	Buy	+10,048	New	+$202K	0.05%	262
2024 Q2	–	Sell	-10,048	Closed	-$203K	–	292
2024 Q1	$203K	Buy	+10,048	New	+$200K	0.06%	251

Other funds holding PFFD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

L.M. Kohn & Company's PFFD Position: Q4 2024 in Review

L.M. Kohn & Company sold out of Global X US Preferred ETF (PFFD) in Q4 2024, closing a stake of 10,048 shares — an estimated $209K sold.

L.M. Kohn & Company first reported a position in PFFD in Q1 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 293 funds tracked by Wall St. Rank hold PFFD as of Q4 2024.

L.M. Kohn & Company reported no remaining Global X US Preferred ETF position as of Q4 2024 after selling out during the quarter.
L.M. Kohn & Company sold 10,048 Global X US Preferred ETF shares in Q4 2024, an estimated $209K.
L.M. Kohn & Company first reported a position in Global X US Preferred ETF in Q1 2024 and held it in 2 quarters.
L.M. Kohn & Company's Global X US Preferred ETF position peaked at $209K in Q3 2024.
293 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.