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 $530B AUM 22.01% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Carson Wealth (CWM LLC)

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return