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

Colonial River 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
2022 Q3	–	Sell	-10,406	Closed	-$221K	–	195
2022 Q2	$221K	Sell	10,406 -29,246	-74%	-$634K	0.14%	168
2022 Q1	$932K	Sell	39,652 -4,336	-10%	-$104K	0.54%	50
2021 Q4	$1.13M	Buy	+43,988	New	+$1.13M	0.61%	47
2021 Q3	–	Sell	-9,582	Closed	-$251K	–	142
2021 Q2	$251K	Buy	+9,582	New	+$247K	0.18%	135

Other funds holding PFFD

OWM

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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

EVM

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

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

Colonial River Investments's PFFD Position: Q3 2022 in Review

Colonial River Investments sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 10,406 shares — an estimated $221K sold.

Colonial River Investments first reported a position in PFFD in Q2 2021 and held it in 4 quarters. The position peaked at $1.13M in Q4 2021. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

Colonial River Investments reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
Colonial River Investments sold 10,406 Global X US Preferred ETF shares in Q3 2022, an estimated $221K.
Colonial River Investments first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 4 quarters.
Colonial River Investments's Global X US Preferred ETF position peaked at $1.13M in Q4 2021.
208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Colonial River Investments's 13F filing for Q3 2022, filed 14 Nov 2022.