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

Parallel 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	-38	Closed	-$715	–	3435
2023 Q3	$715	Hold	38	–	–	﹤0.01%	3038
2023 Q2	$737	Sell	38 -191	-83%	-$3.7K	﹤0.01%	3010
2023 Q1	$4.57K	Sell	229 -354	-61%	-$7.28K	﹤0.01%	2442
2022 Q4	$11.3K	Buy	583 +402	+222%	+$8.02K	﹤0.01%	1978
2022 Q3	$4K	Buy	+181	New	+$3.91K	﹤0.01%	2401
2022 Q1	–	Sell	-2	Closed	–	–	3194
2021 Q4	$0	Hold	2	–	–	﹤0.01%	3238
2021 Q3	$0	Hold	2	–	–	﹤0.01%	3222
2021 Q2	$0	Hold	2	–	–	﹤0.01%	3032
2021 Q1	$0	Buy	+2	New	+$51	﹤0.01%	2874

Other funds holding PFFD

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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 $152M AUM 0.51% 1-Year Est. Return

Parallel Advisors's PFFD Position: Q4 2023 in Review

Parallel Advisors sold out of Global X US Preferred ETF (PFFD) in Q4 2023, closing a stake of 38 shares — an estimated $715 sold.

Parallel Advisors first reported a position in PFFD in Q1 2021 and held it in 9 quarters. The position peaked at $11.3K in Q4 2022. 264 funds tracked by Wall St. Rank hold PFFD as of Q4 2023.

Parallel Advisors reported no remaining Global X US Preferred ETF position as of Q4 2023 after selling out during the quarter.
Parallel Advisors sold 38 Global X US Preferred ETF shares in Q4 2023, an estimated $715.
Parallel Advisors first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 9 quarters.
Parallel Advisors's Global X US Preferred ETF position peaked at $11.3K in Q4 2022.
264 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2023.

Based on Parallel Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.