Prostatis Group’s Global X US Preferred ETF PFFD Stock Holding History

Prostatis 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
2023 Q3	–	Sell	-27,769	Closed	-$138K	–	191
2023 Q2	$138K	Buy	+27,769	New	+$538K	0.06%	123
2022 Q2	–	Sell	-9,606	Closed	-$226K	–	71
2022 Q1	$226K	Sell	9,606 -7,161	-43%	-$171K	0.18%	72
2021 Q4	$432K	Sell	16,767 -2,492	-13%	-$63.8K	0.26%	57
2021 Q3	$496K	Sell	19,259 -2,245	-10%	-$58.4K	0.3%	57
2021 Q2	$563K	Buy	21,504 +5,090	+31%	+$131K	0.38%	52
2021 Q1	$419K	Sell	16,414 -5,105	-24%	-$129K	0.33%	68
2020 Q4	$555K	Buy	21,519 +5,009	+30%	+$127K	0.46%	49
2020 Q3	$409K	Buy	+16,510	New	+$405K	0.39%	51

Other funds holding PFFD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prostatis Group's PFFD Position: Q3 2023 in Review

Prostatis Group sold out of Global X US Preferred ETF (PFFD) in Q3 2023, closing a stake of 27,769 shares — an estimated $138K sold.

Prostatis Group first reported a position in PFFD in Q3 2020 and held it in 8 quarters. The position peaked at $563K in Q2 2021. 238 funds tracked by Wall St. Rank hold PFFD as of Q3 2023.

Prostatis Group reported no remaining Global X US Preferred ETF position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 27,769 Global X US Preferred ETF shares in Q3 2023, an estimated $138K.
Prostatis Group first reported a position in Global X US Preferred ETF in Q3 2020 and held it in 8 quarters.
Prostatis Group's Global X US Preferred ETF position peaked at $563K in Q2 2021.
238 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.