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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Weaver Consulting Group's PFFD Position: Q3 2023 in Review

Weaver Consulting Group sold out of Global X US Preferred ETF (PFFD) in Q3 2023, closing a stake of 10,441 shares — an estimated $202K sold.

Weaver Consulting Group first reported a position in PFFD in Q2 2020 and held it in 7 quarters. The position peaked at $318K in Q3 2022. 238 funds tracked by Wall St. Rank hold PFFD as of Q3 2023.

Weaver Consulting Group reported no remaining Global X US Preferred ETF position as of Q3 2023 after selling out during the quarter.
Weaver Consulting Group sold 10,441 Global X US Preferred ETF shares in Q3 2023, an estimated $202K.
Weaver Consulting Group first reported a position in Global X US Preferred ETF in Q2 2020 and held it in 7 quarters.
Weaver Consulting Group's Global X US Preferred ETF position peaked at $318K in Q3 2022.
238 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2023.

Based on Weaver Consulting Group's 13F filing for Q3 2023, filed 13 Oct 2023.