Newbridge Financial Services Group’s Global X US Preferred ETF PFFD Stock Holding History

Newbridge Financial Services 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	-1,405	Closed	-$27.9K	–	1421
2023 Q1	$27.9K	Buy	1,405 +1,191	+557%	+$24.5K	0.01%	611
2022 Q4	$4.15K	Buy	214 +3	+1%	+$60	﹤0.01%	1100
2022 Q3	$4K	Buy	211 +3	+1%	+$65	﹤0.01%	1091
2022 Q2	$4K	Buy	208 +3	+1%	+$65	﹤0.01%	1064
2022 Q1	$5K	Buy	205 +3	+1%	+$72	﹤0.01%	1108
2021 Q4	$5K	Buy	202 +2	+1%	+$51	﹤0.01%	1078
2021 Q3	$5K	Buy	200 +3	+2%	+$78	﹤0.01%	1018
2021 Q2	$5K	Buy	+197	New	+$5.07K	﹤0.01%	1131

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

Newbridge Financial Services Group's PFFD Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Global X US Preferred ETF (PFFD) in Q2 2023, closing a stake of 1,405 shares — an estimated $27.9K sold.

Newbridge Financial Services Group first reported a position in PFFD in Q2 2021 and held it in 8 quarters. The position peaked at $27.9K in Q1 2023. 223 funds tracked by Wall St. Rank hold PFFD as of Q2 2023.

Newbridge Financial Services Group reported no remaining Global X US Preferred ETF position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 1,405 Global X US Preferred ETF shares in Q2 2023, an estimated $27.9K.
Newbridge Financial Services Group first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 8 quarters.
Newbridge Financial Services Group's Global X US Preferred ETF position peaked at $27.9K in Q1 2023.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.