WCG
PFFD icon

Weaver Consulting Group’s Global X US Preferred ETF PFFD Stock Holding History

Weaver Consulting 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
2023
Q3 		– Sell
-10,441
Closed -$202K – 191
2023
Q2 		$202K Sell
10,441
-2,539
-20% -$49.2K 0.09% 176
2023
Q1 		$258K Sell
12,980
-1,578
-11% -$32.5K 0.12% 147
2022
Q4 		$282K Sell
14,558
-950
-6% -$19K 0.14% 136
2022
Q3 		$318K Buy
15,508
+824
+6% +$17.8K 0.18% 109
2022
Q2 		$311K Buy
+14,684
New +$318K 0.17% 116
2020
Q4 		– Sell
-1,836
Closed -$46K – 674
2020
Q3 		$46K Buy
1,836
+473
+35% +$11.6K 0.03% 275
2020
Q2 		$32K Buy
+1,363
New +$31.7K 0.02% 316

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