M&R Capital Management’s Global X US Preferred ETF PFFD Stock Holding History

M&R Capital 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
2024 Q3	$7.79K	Hold	375	–	–	﹤0.01%	418
2024 Q2	$7.38K	Hold	375	–	–	﹤0.01%	404
2024 Q1	$7.56K	Hold	375	–	–	﹤0.01%	396
2023 Q4	$7.28K	Hold	375	–	–	﹤0.01%	445
2023 Q3	$7.05K	Hold	375	–	–	﹤0.01%	427
2023 Q2	$7.27K	Buy	+375	New	+$7.27K	﹤0.01%	423

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

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

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

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

M&R Capital Management's PFFD Position: Q3 2024 in Review

M&R Capital Management held its Global X US Preferred ETF (PFFD) position steady in Q3 2024 at 375 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

M&R Capital Management first reported a position in PFFD in Q2 2023 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold PFFD as of Q3 2024.

M&R Capital Management held 375 shares of Global X US Preferred ETF worth $7.79K as of Q3 2024.
M&R Capital Management left its Global X US Preferred ETF share count unchanged in Q3 2024.
Global X US Preferred ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #418 holding.
M&R Capital Management first reported a position in Global X US Preferred ETF in Q2 2023 and has held it in 6 quarters since.
268 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.