Roger Wittlin Investment Advisory’s Global X US Preferred ETF PFFD Stock Holding History

Roger Wittlin Investment Advisory’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	–	Sell	-20,628	Closed	-$400K	–	49
2023 Q4	$400K	Sell	20,628 -66	-0.3%	-$1.23K	0.3%	33
2023 Q3	$389K	Sell	20,694 -26,441	-56%	-$505K	0.33%	33
2023 Q2	$914K	Buy	47,135 +758	+2%	+$14.7K	0.74%	25
2023 Q1	$921K	Buy	46,377 +707	+2%	+$14.5K	0.82%	24
2022 Q4	$885K	Buy	+45,670	New	+$911K	0.88%	22

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

Roger Wittlin Investment Advisory's PFFD Position: Q1 2024 in Review

Roger Wittlin Investment Advisory sold out of Global X US Preferred ETF (PFFD) in Q1 2024, closing a stake of 20,628 shares — an estimated $400K sold.

Roger Wittlin Investment Advisory first reported a position in PFFD in Q4 2022 and held it in 5 quarters. The position peaked at $921K in Q1 2023. 255 funds tracked by Wall St. Rank hold PFFD as of Q1 2024.

Roger Wittlin Investment Advisory reported no remaining Global X US Preferred ETF position as of Q1 2024 after selling out during the quarter.
Roger Wittlin Investment Advisory sold 20,628 Global X US Preferred ETF shares in Q1 2024, an estimated $400K.
Roger Wittlin Investment Advisory first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 5 quarters.
Roger Wittlin Investment Advisory's Global X US Preferred ETF position peaked at $921K in Q1 2023.
255 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2024.

Based on Roger Wittlin Investment Advisory's 13F filing for Q1 2024, filed 2 May 2024.