Mach-1 Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

Mach-1 Financial 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
2023 Q2	–	Sell	-72	Closed	-$1.43K	–	298
2023 Q1	$1.43K	Buy	+72	New	+$1.48K	0.01%	234
2022 Q4	–	Sell	-72	Closed	-$1K	–	362
2022 Q3	$1K	Hold	72	–	–	﹤0.01%	374
2022 Q2	$1K	Buy	+72	New	+$1.56K	﹤0.01%	386

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

Mach-1 Financial Group's PFFD Position: Q2 2023 in Review

Mach-1 Financial Group sold out of Global X US Preferred ETF (PFFD) in Q2 2023, closing a stake of 72 shares — an estimated $1.43K sold.

Mach-1 Financial Group first reported a position in PFFD in Q2 2022 and held it in 3 quarters. The position peaked at $1.43K in Q1 2023. 223 funds tracked by Wall St. Rank hold PFFD as of Q2 2023.

Mach-1 Financial Group reported no remaining Global X US Preferred ETF position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 72 Global X US Preferred ETF shares in Q2 2023, an estimated $1.43K.
Mach-1 Financial Group first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 3 quarters.
Mach-1 Financial Group's Global X US Preferred ETF position peaked at $1.43K in Q1 2023.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.