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

Laidlaw 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
2023 Q3	–	Sell	-19,019	Closed	-$369K	–	341
2023 Q2	$369K	Sell	19,019 -12,397	-39%	-$240K	0.07%	233
2023 Q1	$624K	Sell	31,416 -359	-1%	-$7.38K	0.13%	181
2022 Q4	$615K	Buy	31,775 +942	+3%	+$18.8K	0.13%	169
2022 Q3	$632K	Sell	30,833 -3,109	-9%	-$67.2K	0.15%	157
2022 Q2	$720K	Sell	33,942 -4,024	-11%	-$87.2K	0.15%	157
2022 Q1	$892K	Buy	37,966 +2,511	+7%	+$60.1K	0.15%	151
2021 Q4	$913K	Buy	35,455 +1,174	+3%	+$30.1K	0.15%	150
2021 Q3	$883K	Buy	34,281 +2,722	+9%	+$70.8K	0.23%	99
2021 Q2	$826K	Buy	+31,559	New	+$813K	0.21%	103

Other funds holding PFFD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Laidlaw Wealth Management's PFFD Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q3 2023, closing a stake of 19,019 shares — an estimated $369K sold.

Laidlaw Wealth Management first reported a position in PFFD in Q2 2021 and held it in 9 quarters. The position peaked at $913K in Q4 2021. 238 funds tracked by Wall St. Rank hold PFFD as of Q3 2023.

Laidlaw Wealth Management reported no remaining Global X US Preferred ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 19,019 Global X US Preferred ETF shares in Q3 2023, an estimated $369K.
Laidlaw Wealth Management first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 9 quarters.
Laidlaw Wealth Management's Global X US Preferred ETF position peaked at $913K in Q4 2021.
238 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.