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Plante Moran Financial Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Plante Moran Financial 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
2024
Q2 		– Sell
-155
Closed -$3.13K – 856
2024
Q1 		$3.13K Sell
155
-2,164
-93% -$43.2K ﹤0.01% 731
2023
Q4 		$45K Buy
+2,319
New +$43.2K ﹤0.01% 330
2022
Q4 		– Sell
-409
Closed -$8K – 946
2022
Q3 		$8K Buy
+409
New +$8.84K ﹤0.01% 624

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plante Moran Financial Advisors's PFFD Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2024, closing a stake of 155 shares — an estimated $3.13K sold.

Plante Moran Financial Advisors first reported a position in PFFD in Q3 2022 and held it in 3 quarters. The position peaked at $45K in Q4 2023. 259 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Global X US Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 155 Global X US Preferred ETF shares in Q2 2024, an estimated $3.13K.
  • Plante Moran Financial Advisors first reported a position in Global X US Preferred ETF in Q3 2022 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Global X US Preferred ETF position peaked at $45K in Q4 2023.
  • 259 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.