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PFFD icon

WealthShield Partners’s Global X US Preferred ETF PFFD Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-815
Closed -$21K – 584
2021
Q2 		$21K Buy
+815
New +$21K ﹤0.01% 647

Other funds holding PFFD

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

WealthShield Partners's PFFD Position: Q3 2021 in Review

WealthShield Partners sold out of Global X US Preferred ETF (PFFD) in Q3 2021, closing a stake of 815 shares — an estimated $21K sold.

WealthShield Partners first reported a position in PFFD in Q2 2021 and held it in 1 quarter. The position peaked at $21K in Q2 2021. 190 funds tracked by Wall St. Rank hold PFFD as of Q3 2021.

  • WealthShield Partners reported no remaining Global X US Preferred ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 815 Global X US Preferred ETF shares in Q3 2021, an estimated $21K.
  • WealthShield Partners first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 1 quarter.
  • WealthShield Partners's Global X US Preferred ETF position peaked at $21K in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.