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

Retirement 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
2024 Q1	$12K	Buy	597 +7	+1%	+$140	﹤0.01%	433
2023 Q4	$11.4K	Buy	590 +8	+1%	+$149	﹤0.01%	422
2023 Q3	$10.9K	Buy	582 +8	+1%	+$153	﹤0.01%	399
2023 Q2	$11.1K	Sell	574 -18	-3%	-$349	﹤0.01%	393
2023 Q1	$12K	Buy	592 +7	+1%	+$144	0.01%	375
2022 Q4	$11K	Buy	585 +6	+1%	+$120	0.01%	346
2022 Q3	$12K	Buy	579 +7	+1%	+$151	0.01%	234
2022 Q2	$12K	Sell	572 -7,894	-93%	-$171K	0.01%	412
2022 Q1	$199K	Sell	8,466 -14,522	-63%	-$348K	0.08%	118
2021 Q4	$592K	Sell	22,988 -40,010	-64%	-$1.02M	0.26%	58
2021 Q3	$1.62M	Buy	62,998 +7,855	+14%	+$204K	0.75%	26
2021 Q2	$1.44M	Buy	55,143 +29,743	+117%	+$766K	0.69%	29
2021 Q1	$648K	Buy	+25,400	New	+$644K	0.29%	57

Other funds holding PFFD

LPL Financial San Diego, California $377B AUM 19.32% 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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

OWM

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Retirement Group's PFFD Position: Q1 2024 in Review

Retirement Group increased its Global X US Preferred ETF (PFFD) stake by 1.2% in Q1 2024, buying an estimated $140 and bringing the position to 597 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Retirement Group first reported a position in PFFD in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.62M in Q3 2021. 255 funds tracked by Wall St. Rank hold PFFD as of Q1 2024.

Retirement Group held 597 shares of Global X US Preferred ETF worth $12K as of Q1 2024.
Retirement Group bought 7 Global X US Preferred ETF shares in Q1 2024, an estimated $140.
Global X US Preferred ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #433 holding.
Retirement Group first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 13 quarters since.
Retirement Group's Global X US Preferred ETF position peaked at $1.62M in Q3 2021.
255 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.