WT Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

WT Wealth 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
2022 Q3	–	Sell	-44,976	Closed	-$954K	–	99
2022 Q2	$954K	Buy	44,976 +8,752	+24%	+$190K	0.47%	70
2022 Q1	$851K	Sell	36,224 -11,624	-24%	-$278K	0.33%	76
2021 Q4	$1.24M	Buy	47,848 +1,843	+4%	+$47.2K	0.45%	68
2021 Q3	$1.19M	Sell	46,005 -3,230	-7%	-$84K	0.46%	71
2021 Q2	$1.29M	Buy	49,235 +9,795	+25%	+$252K	0.52%	62
2021 Q1	$1.01M	Sell	39,440 -47,964	-55%	-$1.22M	0.47%	65
2020 Q4	$2.26M	Sell	87,404 -1,600	-2%	-$40.5K	1.23%	21
2020 Q3	$2.2M	Buy	+89,004	New	+$2.18M	1.46%	19

Other funds holding PFFD

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

Rational Advisors Huntington, New York $980M AUM 9.86% 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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

WT Wealth Management's PFFD Position: Q3 2022 in Review

WT Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 44,976 shares — an estimated $954K sold.

WT Wealth Management first reported a position in PFFD in Q3 2020 and held it in 8 quarters. The position peaked at $2.26M in Q4 2020. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

WT Wealth Management reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
WT Wealth Management sold 44,976 Global X US Preferred ETF shares in Q3 2022, an estimated $954K.
WT Wealth Management first reported a position in Global X US Preferred ETF in Q3 2020 and held it in 8 quarters.
WT Wealth Management's Global X US Preferred ETF position peaked at $2.26M in Q4 2020.
208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on WT Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.