RJFSA
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Raymond James Financial Services Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$15.3M Buy
736,177
+64,053
+10% +$1.29M 0.02% 668
2024
Q2 		$13.2M Buy
672,124
+26,238
+4% +$515K 0.02% 693
2024
Q1 		$13M Buy
645,886
+4,861
+0.8% +$97K 0.02% 688
2023
Q4 		$12.4M Buy
641,025
+130,979
+26% +$2.44M 0.02% 663
2023
Q3 		$9.59M Buy
510,046
+59,142
+13% +$1.13M 0.02% 716
2023
Q2 		$8.74M Buy
450,904
+372,604
+476% +$7.22M 0.02% 762
2023
Q1 		$1.56M Buy
78,300
+1,932
+3% +$39.7K ﹤0.01% 1642
2022
Q4 		$1.48M Buy
76,368
+47,764
+167% +$953K ﹤0.01% 1611
2022
Q3 		$587K Sell
28,604
-16,917
-37% -$366K ﹤0.01% 2152
2022
Q2 		$965K Sell
45,521
-8,569
-16% -$186K ﹤0.01% 1862
2022
Q1 		$1.27M Buy
54,090
+1,137
+2% +$27.2K ﹤0.01% 1786
2021
Q4 		$1.36M Buy
52,953
+1,186
+2% +$30.4K ﹤0.01% 1772
2021
Q3 		$1.33M Buy
51,767
+2,759
+6% +$71.7K ﹤0.01% 1750
2021
Q2 		$1.28M Buy
49,008
+22,639
+86% +$583K ﹤0.01% 1768
2021
Q1 		$673K Buy
26,369
+2,643
+11% +$67K ﹤0.01% 2095
2020
Q4 		$612K Buy
+23,726
New +$601K ﹤0.01% 2018

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
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
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial Services Advisors's PFFD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Global X US Preferred ETF (PFFD) stake by 9.5% in Q3 2024, buying an estimated $1.29M and bringing the position to 736,177 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #668.

Raymond James Financial Services Advisors first reported a position in PFFD in Q4 2020 and has held it in 16 quarters since. 267 funds tracked by Wall St. Rank hold PFFD as of Q3 2024.

  • Raymond James Financial Services Advisors held 736,177 shares of Global X US Preferred ETF worth $15.3M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 64,053 Global X US Preferred ETF shares in Q3 2024, an estimated $1.29M.
  • Global X US Preferred ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #668 holding.
  • Raymond James Financial Services Advisors first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 16 quarters since.
  • 267 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.