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Sterling Investment Advisors (Pennsylvania)’s Global X US Preferred ETF PFFD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-1,350
Closed -$29K – 386
2022
Q2 		$29K Hold
1,350
– – 0.01% 288
2022
Q1 		$32K Hold
1,350
– – 0.01% 310
2021
Q4 		$35K Buy
1,350
+1,200
+800% +$30.7K 0.01% 294
2021
Q3 		$4K Hold
150
– – ﹤0.01% 506
2021
Q2 		$4K Hold
150
– – ﹤0.01% 475
2021
Q1 		$4K Hold
150
– – ﹤0.01% 464
2020
Q4 		$4K Hold
150
– – ﹤0.01% 413
2020
Q3 		$4K Buy
+150
New +$3.67K ﹤0.01% 394

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PFFD Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 1,350 shares — an estimated $29K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PFFD in Q3 2020 and held it in 8 quarters. The position peaked at $35K in Q4 2021. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,350 Global X US Preferred ETF shares in Q3 2022, an estimated $29K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Global X US Preferred ETF in Q3 2020 and held it in 8 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Global X US Preferred ETF position peaked at $35K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.