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PFFD icon

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return