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

Sugarloaf 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
2022 Q4	–	Sell	-401	Closed	-$9K	–	841
2022 Q3	$9K	Buy	401 +135	+51%	+$2.92K	﹤0.01%	541
2022 Q2	$6K	Buy	+266	New	+$5.77K	﹤0.01%	591

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

Sugarloaf Wealth Management's PFFD Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q4 2022, closing a stake of 401 shares — an estimated $9K sold.

Sugarloaf Wealth Management first reported a position in PFFD in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Global X US Preferred ETF position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 401 Global X US Preferred ETF shares in Q4 2022, an estimated $9K.
Sugarloaf Wealth Management first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 2 quarters.
Sugarloaf Wealth Management's Global X US Preferred ETF position peaked at $9K in Q3 2022.
220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.