Worth Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Worth Asset 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
2023 Q2	–	Sell	-1,000	Closed	-$19.9K	–	514
2023 Q1	$19.9K	Hold	1,000	–	–	0.02%	269
2022 Q4	$19.4K	Hold	1,000	–	–	0.01%	262
2022 Q3	$21K	Hold	1,000	–	–	0.02%	218
2022 Q2	$21K	Hold	1,000	–	–	0.01%	290
2022 Q1	$21K	Buy	+1,000	New	+$23.9K	0.01%	299

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

Worth Asset Management's PFFD Position: Q2 2023 in Review

Worth Asset Management sold out of Global X US Preferred ETF (PFFD) in Q2 2023, closing a stake of 1,000 shares — an estimated $19.9K sold.

Worth Asset Management first reported a position in PFFD in Q1 2022 and held it in 5 quarters. The position peaked at $21K in Q3 2022. 223 funds tracked by Wall St. Rank hold PFFD as of Q2 2023.

Worth Asset Management reported no remaining Global X US Preferred ETF position as of Q2 2023 after selling out during the quarter.
Worth Asset Management sold 1,000 Global X US Preferred ETF shares in Q2 2023, an estimated $19.9K.
Worth Asset Management first reported a position in Global X US Preferred ETF in Q1 2022 and held it in 5 quarters.
Worth Asset Management's Global X US Preferred ETF position peaked at $21K in Q3 2022.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2023.

Based on Worth Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.