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Sageworth Trust’s Global X US Preferred ETF PFFD Stock Holding History

Sageworth Trust’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
Q2 		– Sell
-172,504
Closed -$3.43M – 344
2023
Q1 		$3.43M Buy
+172,504
New +$3.55M 0.25% 29

Other funds holding PFFD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RA
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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sageworth Trust's PFFD Position: Q2 2023 in Review

Sageworth Trust sold out of Global X US Preferred ETF (PFFD) in Q2 2023, closing a stake of 172,504 shares — an estimated $3.43M sold.

Sageworth Trust first reported a position in PFFD in Q1 2023 and held it in 1 quarter. The position peaked at $3.43M in Q1 2023. 223 funds tracked by Wall St. Rank hold PFFD as of Q2 2023.

  • Sageworth Trust reported no remaining Global X US Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 172,504 Global X US Preferred ETF shares in Q2 2023, an estimated $3.43M.
  • Sageworth Trust first reported a position in Global X US Preferred ETF in Q1 2023 and held it in 1 quarter.
  • Sageworth Trust's Global X US Preferred ETF position peaked at $3.43M in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.