Silver Lake Advisory’s Global X US Preferred ETF PFFD Stock Holding History

Silver Lake 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
2022 Q4	–	Sell	-71,818	Closed	-$1.47M	–	83
2022 Q3	$1.47M	Buy	71,818 +423	+0.6%	+$9.15K	0.86%	43
2022 Q2	$1.51M	Buy	71,395 +442	+0.6%	+$9.58K	0.83%	45
2022 Q1	$1.67M	Buy	70,953 +1,747	+3%	+$41.8K	0.79%	45
2021 Q4	$1.78M	Buy	69,206 +4,732	+7%	+$121K	0.83%	45
2021 Q3	$1.66M	Buy	64,474 +1,699	+3%	+$44.2K	0.82%	46
2021 Q2	$1.64M	Buy	+62,775	New	+$1.62M	0.79%	47

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

Silver Lake Advisory's PFFD Position: Q4 2022 in Review

Silver Lake Advisory sold out of Global X US Preferred ETF (PFFD) in Q4 2022, closing a stake of 71,818 shares — an estimated $1.47M sold.

Silver Lake Advisory first reported a position in PFFD in Q2 2021 and held it in 6 quarters. The position peaked at $1.78M in Q4 2021. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

Silver Lake Advisory reported no remaining Global X US Preferred ETF position as of Q4 2022 after selling out during the quarter.
Silver Lake Advisory sold 71,818 Global X US Preferred ETF shares in Q4 2022, an estimated $1.47M.
Silver Lake Advisory first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 6 quarters.
Silver Lake Advisory's Global X US Preferred ETF position peaked at $1.78M in Q4 2021.
220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on Silver Lake Advisory's 13F filing for Q4 2022, filed 30 Jan 2023.