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

Sheets Smith 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
2023 Q4	–	Sell	-1,517	Closed	-$28.5K	–	451
2023 Q3	$28.5K	Buy	+1,517	New	+$29K	﹤0.01%	417
2023 Q1	–	Sell	-60,339	Closed	-$1.17M	–	327
2022 Q4	$1.17M	Sell	60,339 -3,268	-5%	-$65.2K	0.18%	117
2022 Q3	$1.3M	Buy	63,607 +1,220	+2%	+$26.4K	0.22%	105
2022 Q2	$1.32M	Sell	62,387 -16,679	-21%	-$362K	0.22%	103
2022 Q1	$1.86M	Sell	79,066 -2,982	-4%	-$71.4K	0.26%	91
2021 Q4	$2.11M	Buy	82,048 +1,385	+2%	+$35.5K	0.26%	89
2021 Q3	$2.08M	Hold	80,663	–	–	0.28%	89
2021 Q2	$2.11M	Buy	80,663 +263	+0.3%	+$6.77K	0.28%	86
2021 Q1	$2.05M	Buy	+80,400	New	+$2.04M	0.3%	86

Other funds holding PFFD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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 $153M AUM 0.03% 1-Year Est. Return

Sheets Smith Wealth Management's PFFD Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q4 2023, closing a stake of 1,517 shares — an estimated $28.5K sold.

Sheets Smith Wealth Management first reported a position in PFFD in Q1 2021 and held it in 9 quarters. The position peaked at $2.11M in Q4 2021. 265 funds tracked by Wall St. Rank hold PFFD as of Q4 2023.

Sheets Smith Wealth Management reported no remaining Global X US Preferred ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,517 Global X US Preferred ETF shares in Q4 2023, an estimated $28.5K.
Sheets Smith Wealth Management first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 9 quarters.
Sheets Smith Wealth Management's Global X US Preferred ETF position peaked at $2.11M in Q4 2021.
265 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.