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

Levy Wealth Management Group’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	$291K	Buy	14,810 +385	+3%	+$7.56K	0.07%	85
2024 Q1	$280K	Hold	14,425	–	–	0.08%	84
2023 Q4	$280K	Sell	14,425 -2,299	-14%	-$42.8K	0.08%	84
2023 Q3	$315K	Buy	16,724 +190	+1%	+$3.63K	0.1%	76
2023 Q2	$321K	Buy	16,534 +185	+1%	+$3.59K	0.09%	79
2023 Q1	$325K	Buy	16,349 +173	+1%	+$3.56K	0.1%	76
2022 Q4	$313K	Buy	16,176 +176	+1%	+$3.51K	0.1%	68
2022 Q3	$328K	Buy	16,000 +5,424	+51%	+$117K	0.14%	52
2022 Q2	$224K	Buy	10,576 +99	+0.9%	+$2.15K	0.1%	65
2022 Q1	$246K	Buy	10,477 +88	+0.8%	+$2.11K	0.1%	62
2021 Q4	$268K	Buy	+10,389	New	+$266K	0.12%	60

Other funds holding PFFD

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Levy Wealth Management Group's PFFD Position: Q2 2024 in Review

Levy Wealth Management Group increased its Global X US Preferred ETF (PFFD) stake by 2.7% in Q2 2024, buying an estimated $7.56K and bringing the position to 14,810 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #85.

Levy Wealth Management Group first reported a position in PFFD in Q4 2021 and has held it in 11 quarters since. The position peaked at $328K in Q3 2022. 260 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

Levy Wealth Management Group held 14,810 shares of Global X US Preferred ETF worth $291K as of Q2 2024.
Levy Wealth Management Group bought 385 Global X US Preferred ETF shares in Q2 2024, an estimated $7.56K.
Global X US Preferred ETF made up 0.07% of Levy Wealth Management Group's portfolio in Q2 2024, its #85 holding.
Levy Wealth Management Group first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 11 quarters since.
Levy Wealth Management Group's Global X US Preferred ETF position peaked at $328K in Q3 2022.
260 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.