EFS
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Econ Financial Services’s Global X US Preferred ETF PFFD Stock Holding History

Econ Financial Services’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
-29,071
Closed -$540K – 94
2022
Q2 		$540K Sell
29,071
-343,096
-92% -$7.44M 0.44% 55
2022
Q1 		$8.75M Buy
372,167
+350,972
+1,656% +$8.4M 6.48% 1
2021
Q4 		$546K Buy
+21,195
New +$543K 0.4% 59

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Morgan Stanley
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Econ Financial Services's PFFD Position: Q3 2022 in Review

Econ Financial Services sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 29,071 shares — an estimated $540K sold.

Econ Financial Services first reported a position in PFFD in Q4 2021 and held it in 3 quarters. The position peaked at $8.75M in Q1 2022. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

  • Econ Financial Services reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Econ Financial Services sold 29,071 Global X US Preferred ETF shares in Q3 2022, an estimated $540K.
  • Econ Financial Services first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 3 quarters.
  • Econ Financial Services's Global X US Preferred ETF position peaked at $8.75M in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Econ Financial Services's 13F filing for Q3 2022, filed 5 Oct 2022.