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Princeton Global Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Princeton Global Asset Management’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
2022
Q3 		– Sell
-4,081
Closed -$87K – 560
2022
Q2 		$87K Sell
4,081
-2,971
-42% -$64.4K 0.03% 209
2022
Q1 		$166K Sell
7,052
-976
-12% -$23.4K 0.05% 177
2021
Q4 		$207K Sell
8,028
-53,638
-87% -$1.37M 0.06% 177
2021
Q3 		$1.59M Buy
61,666
+8,762
+17% +$228K 0.48% 62
2021
Q2 		$1.39M Buy
52,904
+3,656
+7% +$94.2K 0.42% 67
2021
Q1 		$1.26M Buy
49,248
+4,700
+11% +$119K 0.41% 73
2020
Q4 		$1.15M Buy
44,548
+5,835
+15% +$148K 0.4% 67
2020
Q3 		$959K Buy
38,713
+4,915
+15% +$120K 0.39% 76
2020
Q2 		$794K Buy
33,798
+396
+1% +$9.22K 0.25% 113
2020
Q1 		$731K Buy
33,402
+2,522
+8% +$60.8K 0.32% 92
2019
Q4 		$773K Buy
30,880
+308
+1% +$7.69K 0.31% 84
2019
Q3 		$768K Buy
30,572
+17,957
+142% +$446K 0.44% 67
2019
Q2 		$309K Buy
12,615
+9,800
+348% +$238K 0.19% 125
2019
Q1 		$67K Buy
+2,815
New +$66.7K 0.05% 175

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $424B AUM 22.96% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Princeton Global Asset Management's PFFD Position: Q3 2022 in Review

Princeton Global Asset Management sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 4,081 shares — an estimated $87K sold.

Princeton Global Asset Management first reported a position in PFFD in Q1 2019 and held it in 14 quarters. The position peaked at $1.59M in Q3 2021. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

  • Princeton Global Asset Management reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Princeton Global Asset Management sold 4,081 Global X US Preferred ETF shares in Q3 2022, an estimated $87K.
  • Princeton Global Asset Management first reported a position in Global X US Preferred ETF in Q1 2019 and held it in 14 quarters.
  • Princeton Global Asset Management's Global X US Preferred ETF position peaked at $1.59M in Q3 2021.
  • 208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Princeton Global Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.