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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC)

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

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

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