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Advisory Resource Group’s Global X US Preferred ETF PFFD Stock Holding History

Advisory Resource Group’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
Q2 		– Sell
-296,303
Closed -$6.96M – 148
2022
Q1 		$6.96M Buy
296,303
+9,989
+3% +$239K 2.17% 10
2021
Q4 		$7.06M Buy
286,314
+29,088
+11% +$745K 2.36% 11
2021
Q3 		$6.63M Buy
257,226
+24,197
+10% +$629K 2.44% 13
2021
Q2 		$6.1M Buy
+233,029
New +$6M 2.44% 10

Other funds holding PFFD

EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisory Resource Group's PFFD Position: Q2 2022 in Review

Advisory Resource Group sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 296,303 shares — an estimated $6.96M sold.

Advisory Resource Group first reported a position in PFFD in Q2 2021 and held it in 4 quarters. The position peaked at $7.06M in Q4 2021. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

  • Advisory Resource Group reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Advisory Resource Group sold 296,303 Global X US Preferred ETF shares in Q2 2022, an estimated $6.96M.
  • Advisory Resource Group first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 4 quarters.
  • Advisory Resource Group's Global X US Preferred ETF position peaked at $7.06M in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

Based on Advisory Resource Group's 13F filing for Q2 2022, filed 21 Jul 2022.