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

RBA 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
2023 Q3	–	Sell	-13,416	Closed	-$260K	–	90
2023 Q2	$260K	Sell	13,416 -147	-1%	-$2.85K	0.12%	78
2023 Q1	$269K	Hold	13,563	–	–	0.13%	79
2022 Q4	$263K	Sell	13,563 -714	-5%	-$14.2K	0.14%	78
2022 Q3	$293K	Sell	14,277 -711	-5%	-$15.4K	0.17%	73
2022 Q2	$318K	Sell	14,988 -4,097	-21%	-$88.8K	0.18%	71
2022 Q1	$448K	Sell	19,085 -247	-1%	-$5.91K	0.22%	68
2021 Q4	$498K	Buy	+19,332	New	+$495K	0.24%	73

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

RBA Wealth Management's PFFD Position: Q3 2023 in Review

RBA Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q3 2023, closing a stake of 13,416 shares — an estimated $260K sold.

RBA Wealth Management first reported a position in PFFD in Q4 2021 and held it in 7 quarters. The position peaked at $498K in Q4 2021. 238 funds tracked by Wall St. Rank hold PFFD as of Q3 2023.

RBA Wealth Management reported no remaining Global X US Preferred ETF position as of Q3 2023 after selling out during the quarter.
RBA Wealth Management sold 13,416 Global X US Preferred ETF shares in Q3 2023, an estimated $260K.
RBA Wealth Management first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 7 quarters.
RBA Wealth Management's Global X US Preferred ETF position peaked at $498K in Q4 2021.
238 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2023.

Based on RBA Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.