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Money Concepts Capital’s Global X US Preferred ETF PFFD Stock Holding History

Money Concepts Capital’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
-3,416
Closed -$66.2K – 2183
2022
Q4 		$66.2K Buy
3,416
+3,221
+1,652% +$64.3K ﹤0.01% 1144
2022
Q3 		$4K Hold
195
– – ﹤0.01% 1279
2022
Q2 		$4K Sell
195
-2,697
-93% -$58.5K ﹤0.01% 1230
2022
Q1 		$68K Buy
2,892
+2,697
+1,383% +$64.6K ﹤0.01% 1127
2021
Q4 		$5K Buy
+195
New +$5K ﹤0.01% 707

Other funds holding PFFD

Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
RA
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Money Concepts Capital's PFFD Position: Q1 2023 in Review

Money Concepts Capital sold out of Global X US Preferred ETF (PFFD) in Q1 2023, closing a stake of 3,416 shares — an estimated $66.2K sold.

Money Concepts Capital first reported a position in PFFD in Q4 2021 and held it in 5 quarters. The position peaked at $68K in Q1 2022. 228 funds tracked by Wall St. Rank hold PFFD as of Q1 2023.

  • Money Concepts Capital reported no remaining Global X US Preferred ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,416 Global X US Preferred ETF shares in Q1 2023, an estimated $66.2K.
  • Money Concepts Capital first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's Global X US Preferred ETF position peaked at $68K in Q1 2022.
  • 228 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.