StrategIQ Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

StrategIQ Financial Group’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	$1.14M	Buy	58,700 +17,835	+44%	+$332K	0.13%	136
2023 Q3	$769K	Buy	40,865 +16,725	+69%	+$320K	0.09%	168
2023 Q2	$468K	Buy	+24,140	New	+$468K	0.05%	215

Other funds holding PFFD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $980M AUM 9.86% 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 $152M AUM 0.51% 1-Year Est. Return

StrategIQ Financial Group's PFFD Position: Q4 2023 in Review

StrategIQ Financial Group increased its Global X US Preferred ETF (PFFD) stake by 44% in Q4 2023, buying an estimated $332K and bringing the position to 58,700 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #136.

StrategIQ Financial Group first reported a position in PFFD in Q2 2023 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold PFFD as of Q4 2023.

StrategIQ Financial Group held 58,700 shares of Global X US Preferred ETF worth $1.14M as of Q4 2023.
StrategIQ Financial Group bought 17,835 Global X US Preferred ETF shares in Q4 2023, an estimated $332K.
Global X US Preferred ETF made up 0.13% of StrategIQ Financial Group's portfolio in Q4 2023, its #136 holding.
StrategIQ Financial Group first reported a position in Global X US Preferred ETF in Q2 2023 and has held it in 3 quarters since.
264 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.