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Avalon Investment & Advisory’s Global X US Preferred ETF PFFD Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-47,731
Closed -$1.23M – 331
2021
Q4 		$1.23M Buy
+47,731
New +$1.22M 0.03% 198

Other funds holding PFFD

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Avalon Investment & Advisory's PFFD Position: Q1 2022 in Review

Avalon Investment & Advisory sold out of Global X US Preferred ETF (PFFD) in Q1 2022, closing a stake of 47,731 shares — an estimated $1.23M sold.

Avalon Investment & Advisory first reported a position in PFFD in Q4 2021 and held it in 1 quarter. The position peaked at $1.23M in Q4 2021. 223 funds tracked by Wall St. Rank hold PFFD as of Q1 2022.

  • Avalon Investment & Advisory reported no remaining Global X US Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 47,731 Global X US Preferred ETF shares in Q1 2022, an estimated $1.23M.
  • Avalon Investment & Advisory first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 1 quarter.
  • Avalon Investment & Advisory's Global X US Preferred ETF position peaked at $1.23M in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2022.

Based on Avalon Investment & Advisory's 13F filing for Q1 2022, filed 17 May 2022.