Atria Investments’s Global X US Preferred ETF PFFD Stock Holding History

Atria Investments’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 Q1	–	Sell	-126,206	Closed	-$2.44M	–	857
2022 Q4	$2.44M	Buy	126,206 +10,237	+9%	+$204K	0.05%	442
2022 Q3	$2.38M	Sell	115,969 -55,067	-32%	-$1.19M	0.05%	427
2022 Q2	$3.63M	Sell	171,036 -38,159	-18%	-$827K	0.08%	323
2022 Q1	$4.92M	Buy	209,195 +7,097	+4%	+$170K	0.09%	288
2021 Q4	$5.21M	Buy	202,098 +56,075	+38%	+$1.44M	0.09%	267
2021 Q3	$3.76M	Buy	146,023 +67,248	+85%	+$1.75M	0.07%	337
2021 Q2	$2.06M	Buy	78,775 +16,211	+26%	+$418K	0.04%	491
2021 Q1	$1.6M	Buy	+62,564	New	+$1.59M	0.04%	538

Other funds holding PFFD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.09B AUM 11.58% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atria Investments's PFFD Position: Q1 2023 in Review

Atria Investments sold out of Global X US Preferred ETF (PFFD) in Q1 2023, closing a stake of 126,206 shares — an estimated $2.44M sold.

Atria Investments first reported a position in PFFD in Q1 2021 and held it in 8 quarters. The position peaked at $5.21M in Q4 2021. 228 funds tracked by Wall St. Rank hold PFFD as of Q1 2023.

Atria Investments reported no remaining Global X US Preferred ETF position as of Q1 2023 after selling out during the quarter.
Atria Investments sold 126,206 Global X US Preferred ETF shares in Q1 2023, an estimated $2.44M.
Atria Investments first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 8 quarters.
Atria Investments's Global X US Preferred ETF position peaked at $5.21M in Q4 2021.
228 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2023.

Based on Atria Investments's 13F filing for Q1 2023, filed 10 May 2023.