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PFFD icon

TRUADVICE’s Global X US Preferred ETF PFFD Stock Holding History

TRUADVICE’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
Q3 		$321K Buy
+17,432
New +$333K 0.13% 166
2021
Q1 		– Sell
-26,438
Closed -$668K – 305
2020
Q4 		$668K Buy
26,438
+2,451
+10% +$62K 0.2% 113
2020
Q3 		$602K Buy
+23,987
New +$588K 0.25% 101

Other funds holding PFFD

Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

TRUADVICE's PFFD Position: Q3 2023 in Review

TRUADVICE opened a new position in Global X US Preferred ETF (PFFD) in Q3 2023: 17,432 shares worth $321K. The stake represents 0.13% of the portfolio and ranks #166 among its holdings. This is a return to the name: TRUADVICE previously reported a position in PFFD as recently as Q4 2020.

TRUADVICE first reported a position in PFFD in Q3 2020 and has held it in 3 quarters since. The position peaked at $668K in Q4 2020. 238 funds tracked by Wall St. Rank hold PFFD as of Q3 2023.

  • TRUADVICE held 17,432 shares of Global X US Preferred ETF worth $321K as of Q3 2023.
  • Global X US Preferred ETF was a new TRUADVICE position in Q3 2023.
  • Global X US Preferred ETF made up 0.13% of TRUADVICE's portfolio in Q3 2023, its #166 holding.
  • TRUADVICE first reported a position in Global X US Preferred ETF in Q3 2020 and has held it in 3 quarters since.
  • TRUADVICE's Global X US Preferred ETF position peaked at $668K in Q4 2020.
  • 238 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.