ACK
PFFD icon

Andrew C. Karlinski’s Global X US Preferred ETF PFFD Stock Holding History

Andrew C. Karlinski’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
-306
Closed -$7K – 368
2022
Q1 		$7K Hold
306
– – 0.01% 187
2021
Q4 		$8K Buy
+306
New +$7.84K 0.01% 136

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 $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Andrew C. Karlinski's PFFD Position: Q2 2022 in Review

Andrew C. Karlinski sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 306 shares — an estimated $7K sold.

Andrew C. Karlinski first reported a position in PFFD in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

  • Andrew C. Karlinski reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 306 Global X US Preferred ETF shares in Q2 2022, an estimated $7K.
  • Andrew C. Karlinski first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 2 quarters.
  • Andrew C. Karlinski's Global X US Preferred ETF position peaked at $8K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

Based on Andrew C. Karlinski's 13F filing for Q2 2022, filed 15 Aug 2022.