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

Venturi 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
2024
Q1 		– Sell
-2,856
Closed -$55.4K – 1422
2023
Q4 		$55.4K Hold
2,856
– – ﹤0.01% 476
2023
Q3 		$53.7K Buy
+2,856
New +$54.6K ﹤0.01% 462

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Venturi Wealth Management's PFFD Position: Q1 2024 in Review

Venturi Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q1 2024, closing a stake of 2,856 shares — an estimated $55.4K sold.

Venturi Wealth Management first reported a position in PFFD in Q3 2023 and held it in 2 quarters. The position peaked at $55.4K in Q4 2023. 255 funds tracked by Wall St. Rank hold PFFD as of Q1 2024.

  • Venturi Wealth Management reported no remaining Global X US Preferred ETF position as of Q1 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 2,856 Global X US Preferred ETF shares in Q1 2024, an estimated $55.4K.
  • Venturi Wealth Management first reported a position in Global X US Preferred ETF in Q3 2023 and held it in 2 quarters.
  • Venturi Wealth Management's Global X US Preferred ETF position peaked at $55.4K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2024.

Based on Venturi Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.