Prestige Wealth Management Group’s Global X US Preferred ETF PFFD Stock Holding History

Prestige Wealth Management 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
2024 Q1	–	Sell	-969	Closed	-$18.9K	–	1040
2023 Q4	$18.9K	Hold	969	–	–	﹤0.01%	349
2023 Q3	$18.2K	Hold	969	–	–	﹤0.01%	347
2023 Q2	$18.8K	Hold	969	–	–	﹤0.01%	372
2023 Q1	$19.2K	Hold	969	–	–	﹤0.01%	343
2022 Q4	$18.9K	Hold	969	–	–	﹤0.01%	361
2022 Q3	$20K	Hold	969	–	–	0.01%	320
2022 Q2	$21K	Buy	+969	New	+$21K	0.01%	322

Other funds holding PFFD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 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 $153M AUM 0.03% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Prestige Wealth Management Group's PFFD Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of Global X US Preferred ETF (PFFD) in Q1 2024, closing a stake of 969 shares — an estimated $18.9K sold.

Prestige Wealth Management Group first reported a position in PFFD in Q2 2022 and held it in 7 quarters. The position peaked at $21K in Q2 2022. 256 funds tracked by Wall St. Rank hold PFFD as of Q1 2024.

Prestige Wealth Management Group reported no remaining Global X US Preferred ETF position as of Q1 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 969 Global X US Preferred ETF shares in Q1 2024, an estimated $18.9K.
Prestige Wealth Management Group first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 7 quarters.
Prestige Wealth Management Group's Global X US Preferred ETF position peaked at $21K in Q2 2022.
256 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.