WIM
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Westside Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

Westside Investment 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
Q4 		– Sell
-100
Closed -$2.08K – 1009
2024
Q3 		$2.08K Hold
100
– – ﹤0.01% 901
2024
Q2 		$1.97K Buy
+100
New +$1.96K ﹤0.01% 891

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

Westside Investment Management's PFFD Position: Q4 2024 in Review

Westside Investment Management sold out of Global X US Preferred ETF (PFFD) in Q4 2024, closing a stake of 100 shares — an estimated $2.08K sold.

Westside Investment Management first reported a position in PFFD in Q2 2024 and held it in 2 quarters. The position peaked at $2.08K in Q3 2024. 293 funds tracked by Wall St. Rank hold PFFD as of Q4 2024.

  • Westside Investment Management reported no remaining Global X US Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Westside Investment Management sold 100 Global X US Preferred ETF shares in Q4 2024, an estimated $2.08K.
  • Westside Investment Management first reported a position in Global X US Preferred ETF in Q2 2024 and held it in 2 quarters.
  • Westside Investment Management's Global X US Preferred ETF position peaked at $2.08K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.