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

USAdvisors 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
-11,700
Closed -$240K – 119
2022
Q3 		$240K Buy
+11,700
New +$253K 0.12% 105

Other funds holding PFFD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

USAdvisors Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q4 2022, closing a stake of 11,700 shares — an estimated $240K sold.

USAdvisors Wealth Management first reported a position in PFFD in Q3 2022 and held it in 1 quarter. The position peaked at $240K in Q3 2022. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

  • USAdvisors Wealth Management reported no remaining Global X US Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • USAdvisors Wealth Management sold 11,700 Global X US Preferred ETF shares in Q4 2022, an estimated $240K.
  • USAdvisors Wealth Management first reported a position in Global X US Preferred ETF in Q3 2022 and held it in 1 quarter.
  • USAdvisors Wealth Management's Global X US Preferred ETF position peaked at $240K in Q3 2022.
  • 220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on USAdvisors Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.