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

Selective 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
2022 Q4	–	Sell	-478	Closed	-$10K	–	557
2022 Q3	$10K	Sell	478 -362	-43%	-$7.83K	﹤0.01%	524
2022 Q2	$18K	Hold	840	–	–	0.01%	483
2022 Q1	$20K	Hold	840	–	–	0.01%	450
2021 Q4	$22K	Buy	+840	New	+$21.5K	0.01%	399

Other funds holding PFFD

OWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Selective Wealth Management's PFFD Position: Q4 2022 in Review

Selective Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q4 2022, closing a stake of 478 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in PFFD in Q4 2021 and held it in 4 quarters. The position peaked at $22K in Q4 2021. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

Selective Wealth Management reported no remaining Global X US Preferred ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 478 Global X US Preferred ETF shares in Q4 2022, an estimated $10K.
Selective Wealth Management first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 4 quarters.
Selective Wealth Management's Global X US Preferred ETF position peaked at $22K in Q4 2021.
220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.