Rooted Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Rooted 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
2024 Q4	–	Sell	-10,655	Closed	-$219K	–	99
2024 Q3	$219K	Sell	10,655 -2,845	-21%	-$57.3K	0.1%	93
2024 Q2	$269K	Buy	13,500 +2,308	+21%	+$45.3K	0.12%	75
2024 Q1	$224K	Buy	11,192 +1,009	+10%	+$20.1K	0.11%	76
2023 Q4	$202K	Buy	+10,183	New	+$190K	0.11%	72

Other funds holding PFFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

SOWBOCOPL

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

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

Rooted Wealth Advisors's PFFD Position: Q4 2024 in Review

Rooted Wealth Advisors sold out of Global X US Preferred ETF (PFFD) in Q4 2024, closing a stake of 10,655 shares — an estimated $219K sold.

Rooted Wealth Advisors first reported a position in PFFD in Q4 2023 and held it in 4 quarters. The position peaked at $269K in Q2 2024. 293 funds tracked by Wall St. Rank hold PFFD as of Q4 2024.

Rooted Wealth Advisors reported no remaining Global X US Preferred ETF position as of Q4 2024 after selling out during the quarter.
Rooted Wealth Advisors sold 10,655 Global X US Preferred ETF shares in Q4 2024, an estimated $219K.
Rooted Wealth Advisors first reported a position in Global X US Preferred ETF in Q4 2023 and held it in 4 quarters.
Rooted Wealth Advisors's Global X US Preferred ETF position peaked at $269K in Q2 2024.
293 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2024.

Based on Rooted Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.