Cascadia Advisory Services’s Global X US Preferred ETF PFFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$576K Sell
22,345
-590
-3% -$15.3K 0.12% 168
2021
Q2
$600K Buy
+22,935
New +$591K 0.13% 162

Other funds holding PFFD

Cascadia Advisory Services's PFFD Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Global X US Preferred ETF (PFFD) stake by 2.6% in Q3 2021, selling an estimated $15.3K and leaving 22,345 shares worth $576K. The position accounts for 0.12% of the portfolio, ranked #168.

Cascadia Advisory Services first reported a position in PFFD in Q2 2021 and has held it in 2 quarters since. The position peaked at $600K in Q2 2021. 190 funds tracked by Wall St. Rank hold PFFD as of Q3 2021.

  • Cascadia Advisory Services held 22,345 shares of Global X US Preferred ETF worth $576K as of Q3 2021.
  • Cascadia Advisory Services sold 590 Global X US Preferred ETF shares in Q3 2021, an estimated $15.3K.
  • Global X US Preferred ETF made up 0.12% of Cascadia Advisory Services's portfolio in Q3 2021, its #168 holding.
  • Cascadia Advisory Services first reported a position in Global X US Preferred ETF in Q2 2021 and has held it in 2 quarters since.
  • Cascadia Advisory Services's Global X US Preferred ETF position peaked at $600K in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.