Eaton Vance Management’s Global X US Preferred ETF PFFD Stock Holding History

Eaton Vance Management’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	$22.7M	Sell	1,107,201 -1,993,909	-64%	-$43.1M	0.03%	411
2022 Q2	$65.8M	Buy	3,101,110 +2,002,010	+182%	+$43.4M	0.09%	215
2022 Q1	$25.8M	Buy	1,099,100 +135,000	+14%	+$3.23M	0.03%	445
2021 Q4	$24.8M	Buy	964,100 +105,000	+12%	+$2.69M	0.03%	428
2021 Q3	$22.1M	Sell	859,100 -241,200	-22%	-$6.27M	0.03%	409
2021 Q2	$28.8M	Buy	1,100,300 +4,600	+0.4%	+$118K	0.04%	388
2021 Q1	$28M	Buy	+1,095,700	New	+$27.8M	0.04%	370

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $32.7B AUM 19.2% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWG

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

Eaton Vance Management's PFFD Position: Q3 2022 in Review

Eaton Vance Management reduced its Global X US Preferred ETF (PFFD) stake by 64% in Q3 2022, selling an estimated $43.1M and leaving 1,107,201 shares worth $22.7M. The position accounts for 0.03% of the portfolio, ranked #411.

Eaton Vance Management first reported a position in PFFD in Q1 2021 and has held it in 7 quarters since. The position peaked at $65.8M in Q2 2022. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

Eaton Vance Management held 1,107,201 shares of Global X US Preferred ETF worth $22.7M as of Q3 2022.
Eaton Vance Management sold 1,993,909 Global X US Preferred ETF shares in Q3 2022, an estimated $43.1M.
Global X US Preferred ETF made up 0.03% of Eaton Vance Management's portfolio in Q3 2022, its #411 holding.
Eaton Vance Management first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 7 quarters since.
Eaton Vance Management's Global X US Preferred ETF position peaked at $65.8M in Q2 2022.
208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.