Ausdal Financial Partners’s Global X US Preferred ETF PFFD Stock Holding History

Ausdal Financial Partners’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	-9,723	Closed	-$228K	–	504
2022 Q1	$228K	Sell	9,723 -439	-4%	-$10.5K	0.03%	421
2021 Q4	$262K	Buy	10,162 +1,345	+15%	+$34.5K	0.04%	404
2021 Q3	$227K	Hold	8,817	–	–	0.03%	411
2021 Q2	$231K	Buy	8,817 +132	+2%	+$3.4K	0.04%	401
2021 Q1	$222K	Buy	+8,685	New	+$220K	0.04%	401

Other funds holding PFFD

EVM

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

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

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

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ausdal Financial Partners's PFFD Position: Q2 2022 in Review

Ausdal Financial Partners sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 9,723 shares — an estimated $228K sold.

Ausdal Financial Partners first reported a position in PFFD in Q1 2021 and held it in 5 quarters. The position peaked at $262K in Q4 2021. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

Ausdal Financial Partners reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
Ausdal Financial Partners sold 9,723 Global X US Preferred ETF shares in Q2 2022, an estimated $228K.
Ausdal Financial Partners first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 5 quarters.
Ausdal Financial Partners's Global X US Preferred ETF position peaked at $262K in Q4 2021.
214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

Based on Ausdal Financial Partners's 13F filing for Q2 2022, filed 9 Aug 2022.