Long Run Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Long Run Wealth 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
2023 Q1	–	Sell	-23,000	Closed	-$446K	–	96
2022 Q4	$446K	Buy	+23,000	New	+$459K	0.16%	77

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 $980M AUM 9.86% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

Long Run Wealth Advisors's PFFD Position: Q1 2023 in Review

Long Run Wealth Advisors sold out of Global X US Preferred ETF (PFFD) in Q1 2023, closing a stake of 23,000 shares — an estimated $446K sold.

Long Run Wealth Advisors first reported a position in PFFD in Q4 2022 and held it in 1 quarter. The position peaked at $446K in Q4 2022. 227 funds tracked by Wall St. Rank hold PFFD as of Q1 2023.

Long Run Wealth Advisors reported no remaining Global X US Preferred ETF position as of Q1 2023 after selling out during the quarter.
Long Run Wealth Advisors sold 23,000 Global X US Preferred ETF shares in Q1 2023, an estimated $446K.
Long Run Wealth Advisors first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 1 quarter.
Long Run Wealth Advisors's Global X US Preferred ETF position peaked at $446K in Q4 2022.
227 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2023.

Based on Long Run Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.