WR Wealth Planners’s Global X US Preferred ETF PFFD Stock Holding History

WR Wealth Planners’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	-175	Closed	-$3.4K	–	935
2023 Q2	$3.4K	Buy	+175	New	+$3.39K	﹤0.01%	724

Other funds holding PFFD

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WR Wealth Planners's PFFD Position: Q3 2023 in Review

WR Wealth Planners sold out of Global X US Preferred ETF (PFFD) in Q3 2023, closing a stake of 175 shares — an estimated $3.4K sold.

WR Wealth Planners first reported a position in PFFD in Q2 2023 and held it in 1 quarter. The position peaked at $3.4K in Q2 2023. 238 funds tracked by Wall St. Rank hold PFFD as of Q3 2023.

WR Wealth Planners reported no remaining Global X US Preferred ETF position as of Q3 2023 after selling out during the quarter.
WR Wealth Planners sold 175 Global X US Preferred ETF shares in Q3 2023, an estimated $3.4K.
WR Wealth Planners first reported a position in Global X US Preferred ETF in Q2 2023 and held it in 1 quarter.
WR Wealth Planners's Global X US Preferred ETF position peaked at $3.4K in Q2 2023.
238 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.