Stratos Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Stratos Wealth Advisors’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 Q1	–	Sell	-162,725	Closed	-$3.15M	–	627
2022 Q4	$3.15M	Buy	162,725 +15,117	+10%	+$302K	0.26%	111
2022 Q3	$3.03M	Sell	147,608 -91,557	-38%	-$1.98M	0.32%	85
2022 Q2	$5.07M	Buy	239,165 +34,617	+17%	+$750K	0.46%	49
2022 Q1	$4.81M	Buy	204,548 +166,817	+442%	+$3.99M	0.39%	60
2021 Q4	$972K	Buy	37,731 +5,183	+16%	+$133K	0.07%	287
2021 Q3	$838K	Sell	32,548 -9,137	-22%	-$238K	0.07%	279
2021 Q2	$1.09M	Sell	41,685 -22,167	-35%	-$571K	0.1%	231
2021 Q1	$1.63M	Buy	63,852 +3,557	+6%	+$90.2K	0.17%	160
2020 Q4	$1.56M	Buy	60,295 +5,536	+10%	+$140K	0.21%	117
2020 Q3	$1.36M	Buy	54,759 +25,501	+87%	+$625K	0.33%	78
2020 Q2	$688K	Buy	+29,258	New	+$681K	0.21%	115

Other funds holding PFFD

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

OWM

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

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

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 $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Stratos Wealth Advisors's PFFD Position: Q1 2023 in Review

Stratos Wealth Advisors sold out of Global X US Preferred ETF (PFFD) in Q1 2023, closing a stake of 162,725 shares — an estimated $3.15M sold.

Stratos Wealth Advisors first reported a position in PFFD in Q2 2020 and held it in 11 quarters. The position peaked at $5.07M in Q2 2022. 227 funds tracked by Wall St. Rank hold PFFD as of Q1 2023.

Stratos Wealth Advisors reported no remaining Global X US Preferred ETF position as of Q1 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 162,725 Global X US Preferred ETF shares in Q1 2023, an estimated $3.15M.
Stratos Wealth Advisors first reported a position in Global X US Preferred ETF in Q2 2020 and held it in 11 quarters.
Stratos Wealth Advisors's Global X US Preferred ETF position peaked at $5.07M in Q2 2022.
227 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2023.

Based on Stratos Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.