Miracle Mile Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Miracle Mile 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 Q4	–	Sell	-18,601	Closed	-$350K	–	518
2023 Q3	$350K	Sell	18,601 -11,623	-38%	-$222K	0.01%	379
2023 Q2	$586K	Sell	30,224 -39,699	-57%	-$770K	0.02%	326
2023 Q1	$1.39M	Sell	69,923 -3,183	-4%	-$65.5K	0.05%	232
2022 Q4	$1.42M	Sell	73,106 -76,165	-51%	-$1.52M	0.05%	231
2022 Q3	$3.06M	Sell	149,271 -77	-0.1%	-$1.67K	0.14%	108
2022 Q2	$3.17M	Buy	149,348 +13,937	+10%	+$302K	0.15%	113
2022 Q1	$3.18M	Buy	135,411 +5,885	+5%	+$141K	0.14%	122
2021 Q4	$3.34M	Buy	129,526 +1,985	+2%	+$50.9K	0.13%	133
2021 Q3	$3.29M	Sell	127,541 -162	-0.1%	-$4.21K	0.16%	125
2021 Q2	$3.34M	Sell	127,703 -127	-0.1%	-$3.27K	0.18%	110
2021 Q1	$3.26M	Buy	127,830 +1,610	+1%	+$40.8K	0.19%	110
2020 Q4	$3.26M	Buy	126,220 +12,759	+11%	+$323K	0.2%	105
2020 Q3	$2.81M	Buy	+113,461	New	+$2.78M	0.2%	106

Other funds holding PFFD

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

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

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

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

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Miracle Mile Advisors's PFFD Position: Q4 2023 in Review

Miracle Mile Advisors sold out of Global X US Preferred ETF (PFFD) in Q4 2023, closing a stake of 18,601 shares — an estimated $350K sold.

Miracle Mile Advisors first reported a position in PFFD in Q3 2020 and held it in 13 quarters. The position peaked at $3.34M in Q2 2021. 265 funds tracked by Wall St. Rank hold PFFD as of Q4 2023.

Miracle Mile Advisors reported no remaining Global X US Preferred ETF position as of Q4 2023 after selling out during the quarter.
Miracle Mile Advisors sold 18,601 Global X US Preferred ETF shares in Q4 2023, an estimated $350K.
Miracle Mile Advisors first reported a position in Global X US Preferred ETF in Q3 2020 and held it in 13 quarters.
Miracle Mile Advisors's Global X US Preferred ETF position peaked at $3.34M in Q2 2021.
265 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2023.

Based on Miracle Mile Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.