Zimmermann Investment Management & Planning’s Global X US Preferred ETF PFFD Stock Holding History

Zimmermann Investment Management & Planning’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 Q4	–	Sell	-16,811	Closed	-$345K	–	94
2022 Q3	$345K	Sell	16,811 -6,306	-27%	-$136K	0.21%	68
2022 Q2	$490K	Sell	23,117 -35,224	-60%	-$764K	0.34%	61
2022 Q1	$1.37M	Sell	58,341 -109,913	-65%	-$2.63M	0.81%	34
2021 Q4	$4.33M	Buy	+168,254	New	+$4.31M	2.43%	15

Other funds holding PFFD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

OWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Zimmermann Investment Management & Planning's PFFD Position: Q4 2022 in Review

Zimmermann Investment Management & Planning sold out of Global X US Preferred ETF (PFFD) in Q4 2022, closing a stake of 16,811 shares — an estimated $345K sold.

Zimmermann Investment Management & Planning first reported a position in PFFD in Q4 2021 and held it in 4 quarters. The position peaked at $4.33M in Q4 2021. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

Zimmermann Investment Management & Planning reported no remaining Global X US Preferred ETF position as of Q4 2022 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 16,811 Global X US Preferred ETF shares in Q4 2022, an estimated $345K.
Zimmermann Investment Management & Planning first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 4 quarters.
Zimmermann Investment Management & Planning's Global X US Preferred ETF position peaked at $4.33M in Q4 2021.
220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2022, filed 20 Jan 2023.