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TAGStone Capital’s Global X US Preferred ETF PFFD Stock Holding History

TAGStone Capital’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 		– Sell
-22,386
Closed -$421K – 82
2023
Q3 		$421K Hold
22,386
– – 0.31% 55
2023
Q2 		$434K Hold
22,386
– – 0.31% 55
2023
Q1 		$445K Hold
22,386
– – 0.33% 56
2022
Q4 		$436K Buy
+22,386
New +$447K 0.36% 55

Other funds holding PFFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
RA
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)
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

TAGStone Capital's PFFD Position: Q4 2023 in Review

TAGStone Capital sold out of Global X US Preferred ETF (PFFD) in Q4 2023, closing a stake of 22,386 shares — an estimated $421K sold.

TAGStone Capital first reported a position in PFFD in Q4 2022 and held it in 4 quarters. The position peaked at $445K in Q1 2023. 264 funds tracked by Wall St. Rank hold PFFD as of Q4 2023.

  • TAGStone Capital reported no remaining Global X US Preferred ETF position as of Q4 2023 after selling out during the quarter.
  • TAGStone Capital sold 22,386 Global X US Preferred ETF shares in Q4 2023, an estimated $421K.
  • TAGStone Capital first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 4 quarters.
  • TAGStone Capital's Global X US Preferred ETF position peaked at $445K in Q1 2023.
  • 264 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2023.

Based on TAGStone Capital's 13F filing for Q4 2023, filed 12 Feb 2024.