Dravo Bay’s Global X US Preferred ETF PFFD Stock Holding History

Dravo Bay’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	-210	Closed	-$4.93K	–	126
2022 Q1	$4.93K	Buy	+210	New	+$5.03K	﹤0.01%	120

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 $1.37T AUM 24.88% 1-Year Est. Return

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

Rational Advisors Huntington, New York $980M AUM 9.86% 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 $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Dravo Bay's PFFD Position: Q2 2022 in Review

Dravo Bay sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 210 shares — an estimated $4.93K sold.

Dravo Bay first reported a position in PFFD in Q1 2022 and held it in 1 quarter. The position peaked at $4.93K in Q1 2022. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

Dravo Bay reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
Dravo Bay sold 210 Global X US Preferred ETF shares in Q2 2022, an estimated $4.93K.
Dravo Bay first reported a position in Global X US Preferred ETF in Q1 2022 and held it in 1 quarter.
Dravo Bay's Global X US Preferred ETF position peaked at $4.93K in Q1 2022.
214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

Based on Dravo Bay's 13F filing for Q2 2022, filed 15 Aug 2022.