Rainey & Randall Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Rainey & Randall Wealth Advisors’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 Q4	–	Sell	-180,939	Closed	-$3.71M	–	45
2022 Q3	$3.71M	Sell	180,939 -5,033	-3%	-$109K	1.43%	15
2022 Q2	$3.94M	Buy	185,972 +34,817	+23%	+$755K	1.55%	15
2022 Q1	$3.55M	Buy	151,155 +57,363	+61%	+$1.37M	1.29%	16
2021 Q4	$2.42M	Buy	93,792 +26,010	+38%	+$666K	0.99%	18
2021 Q3	$1.75M	Buy	67,782 +14,405	+27%	+$375K	0.83%	18
2021 Q2	$1.4M	Buy	53,377 +1,147	+2%	+$29.5K	0.68%	22
2021 Q1	$1.33M	Buy	52,230 +155	+0.3%	+$3.93K	0.72%	22
2020 Q4	$1.34M	Buy	52,075 +17,373	+50%	+$440K	0.8%	21
2020 Q3	$859K	Buy	+34,702	New	+$850K	0.59%	23
2019 Q2	–	Sell	-24,292	Closed	-$584K	–	37
2019 Q1	$584K	Hold	24,292	–	–	0.41%	28
2018 Q4	$548K	Buy	+24,292	New	+$562K	0.43%	27

Other funds holding PFFD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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 Charlotte, North Carolina $1.37T AUM 24.88% 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 $980M AUM 9.86% 1-Year Est. Return

FAM

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Rainey & Randall Wealth Advisors's PFFD Position: Q4 2022 in Review

Rainey & Randall Wealth Advisors sold out of Global X US Preferred ETF (PFFD) in Q4 2022, closing a stake of 180,939 shares — an estimated $3.71M sold.

Rainey & Randall Wealth Advisors first reported a position in PFFD in Q4 2018 and held it in 11 quarters. The position peaked at $3.94M in Q2 2022. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

Rainey & Randall Wealth Advisors reported no remaining Global X US Preferred ETF position as of Q4 2022 after selling out during the quarter.
Rainey & Randall Wealth Advisors sold 180,939 Global X US Preferred ETF shares in Q4 2022, an estimated $3.71M.
Rainey & Randall Wealth Advisors first reported a position in Global X US Preferred ETF in Q4 2018 and held it in 11 quarters.
Rainey & Randall Wealth Advisors's Global X US Preferred ETF position peaked at $3.94M in Q2 2022.
220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.