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

Prosperity Wealth 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
2024 Q2	–	Sell	-15,742	Closed	-$317K	–	202
2024 Q1	$317K	Sell	15,742 -29,630	-65%	-$591K	0.15%	109
2023 Q4	$880K	Buy	45,372 +16,514	+57%	+$307K	0.57%	29
2023 Q3	$543K	Buy	28,858 +2,243	+8%	+$42.9K	0.35%	47
2023 Q2	$516K	Sell	26,615 -240	-0.9%	-$4.65K	0.33%	41
2023 Q1	$533K	Buy	26,855 +5,668	+27%	+$117K	0.42%	50
2022 Q4	$410K	Buy	+21,187	New	+$423K	0.39%	59

Other funds holding PFFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prosperity Wealth Management's PFFD Position: Q2 2024 in Review

Prosperity Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q2 2024, closing a stake of 15,742 shares — an estimated $317K sold.

Prosperity Wealth Management first reported a position in PFFD in Q4 2022 and held it in 6 quarters. The position peaked at $880K in Q4 2023. 259 funds tracked by Wall St. Rank hold PFFD as of Q2 2024.

Prosperity Wealth Management reported no remaining Global X US Preferred ETF position as of Q2 2024 after selling out during the quarter.
Prosperity Wealth Management sold 15,742 Global X US Preferred ETF shares in Q2 2024, an estimated $317K.
Prosperity Wealth Management first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 6 quarters.
Prosperity Wealth Management's Global X US Preferred ETF position peaked at $880K in Q4 2023.
259 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2024.

Based on Prosperity Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.