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VisionPoint Advisory Group’s Global X US Preferred ETF PFFD Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-49
Closed -$964 – 624
2024
Q2 		$964 Hold
49
– – ﹤0.01% 722
2024
Q1 		$978 Buy
+49
New +$977 ﹤0.01% 726

Other funds holding PFFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
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
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VisionPoint Advisory Group's PFFD Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Global X US Preferred ETF (PFFD) in Q3 2024, closing a stake of 49 shares — an estimated $964 sold.

VisionPoint Advisory Group first reported a position in PFFD in Q1 2024 and held it in 2 quarters. The position peaked at $978 in Q1 2024. 267 funds tracked by Wall St. Rank hold PFFD as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Global X US Preferred ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 49 Global X US Preferred ETF shares in Q3 2024, an estimated $964.
  • VisionPoint Advisory Group first reported a position in Global X US Preferred ETF in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Global X US Preferred ETF position peaked at $978 in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.