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

Oxford 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	-99	Closed	-$1.97K	–	303
2023 Q1	$1.97K	Sell	99 -32	-24%	-$658	﹤0.01%	256
2022 Q4	$2.54K	Hold	131	–	–	﹤0.01%	257
2022 Q3	$3K	Hold	131	–	–	﹤0.01%	232
2022 Q2	$3K	Buy	+131	New	+$2.84K	﹤0.01%	255

Other funds holding PFFD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OWM

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 Charlotte, North Carolina $1.37T AUM 24.88% 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 $980M AUM 9.86% 1-Year Est. Return

FAM

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Oxford Financial Group's PFFD Position: Q2 2023 in Review

Oxford Financial Group sold out of Global X US Preferred ETF (PFFD) in Q2 2023, closing a stake of 99 shares — an estimated $1.97K sold.

Oxford Financial Group first reported a position in PFFD in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 223 funds tracked by Wall St. Rank hold PFFD as of Q2 2023.

Oxford Financial Group reported no remaining Global X US Preferred ETF position as of Q2 2023 after selling out during the quarter.
Oxford Financial Group sold 99 Global X US Preferred ETF shares in Q2 2023, an estimated $1.97K.
Oxford Financial Group first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 4 quarters.
Oxford Financial Group's Global X US Preferred ETF position peaked at $3K in Q3 2022.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2023.

Based on Oxford Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.